EverSource Wealth Advisors »

Pimco Etf Tr shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Pimco Etf Tr (PRFD) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Pimco Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco Etf Tr by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0k 58 51.79
2025-06-30 $6.0k 117 50.97
2025-03-31 $5.9k 117 50.56
2024-12-31 $5.9k 117 50.28
2024-09-30 $6.0k 117 51.67
2024-06-30 $5.9k 117 50.26
2024-03-31 $5.7k 117 48.56

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

Top funds holding Pimco Etf Tr

Allianz Asset Management
Gradient Investments
LPL Financial
Resources Investment Advisors
Visionary Wealth Advisors
Great Valley Advisor Group
Summit Financial
Integrated Wealth Concepts
Brown Financial Advisors
SOL Capital Management
HighTower Advisors
Mariner Wealth Advisors
Goss Wealth Management
Royal Bank of Canada
Paladin Wealth

View all funds holding Pimco Etf Tr