Who owns Pimco Etf Tr 25yr+ zero u s?
- Ticker: ZROZ
- CUSIP Number: 72201R882
Tip: Access positions for across all investors
Analyze quarterly positions in Pimco Etf Tr 25yr+ zero u s with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Pimco Etf Tr 25yr+ zero u s this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
LPL Financial | 1.1M | $92M | 70% | Sep 2024 |
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Bank of America Corporation | 1.0M | $85M | 1% | Sep 2024 |
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Mirae Asset Global Investments | 1.0M | $85M | 29% | Sep 2024 |
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Susquehanna International | 556k | $46M | 140% | Sep 2024 |
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Morgan Stanley | 546k | $41M | 6% | Jun 2024 |
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Horizon Wealth Management | 347k | $29M | 100% | Sep 2024 |
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Stifel Financial | 325k | $24M | -2% | Jun 2024 |
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Carrera Capital Advisors | 282k | $23M | 35% | Sep 2024 |
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Wells Fargo & Company | 222k | $18M | -8% | Sep 2024 |
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GenWealth Group | 209k | $17M | 3% | Sep 2024 |
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Financial Advocates Investment Management | 167k | $14M | 45% | Sep 2024 |
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U.S. Capital Wealth Advisors | 156k | $13M | 100% | Sep 2024 |
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AE Wealth Management | 144k | $12M | 92% | Sep 2024 |
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Krilogy Financial | 143k | $12M | 2% | Sep 2024 |
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Advisor Group Holdings | 141k | $12M | 422% | Sep 2024 |
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WCG Wealth Advisors | 141k | $12M | -11% | Sep 2024 |
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Wealth Enhancement Advisory Services | 132k | $9.9M | 100% | Jun 2024 |
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Royal Bank of Canada | 122k | $10M | 32% | Sep 2024 |
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Citizens Business Bank | 120k | $9.9M | 1% | Sep 2024 |
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Citadel Advisors | 117k | $9.6M | 89% | Sep 2024 |
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Commonwealth Equity Services | 117k | $9.6M | -10% | Sep 2024 |
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Atlas Financial Advisors | 116k | $9.5M | 0% | Sep 2024 |
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Goodman Advisory Group | 116k | $9.5M | -1% | Sep 2024 |
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Envestnet Asset Management | 104k | $8.6M | -68% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 80k | $6.6M | -1% | Sep 2024 |
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Heritage Wealth Partners | 77k | $6.3M | 100% | Sep 2024 |
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Timber Creek Capital Management | 76k | $6.2M | 4% | Sep 2024 |
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Crew Capital Management | 75k | $6.2M | 100% | Sep 2024 |
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Jane Street | 69k | $5.7M | 100% | Sep 2024 |
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Foundations Investment Advisors | 63k | $5.2M | 1219% | Sep 2024 |
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Legacy Private Trust | 62k | $5.1M | 3% | Sep 2024 |
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Paragon Advisors | 54k | $4.5M | 11% | Sep 2024 |
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Lloyd Advisory Services | 50k | $4.1M | 113% | Sep 2024 |
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Consilio Wealth Advisors | 47k | $3.8M | 0% | Sep 2024 |
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Toroso Investments | 44k | $3.3M | -20% | Jun 2024 |
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Jones Financial Companies, L.L | 40k | $3.3M | 803% | Sep 2024 |
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Resources Investment Advisors | 39k | $3.2M | 7% | Sep 2024 |
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Cambridge Investment Research Advisors | 38k | $3.2M | 94% | Sep 2024 |
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LaSalle St. Investment Advisors | 36k | $2.9M | 59% | Sep 2024 |
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RiverFront Investment Group | 31k | $2.5M | -83% | Sep 2024 |
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Provident Wealth Management | 30k | $2.5M | -3% | Sep 2024 |
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Delos Wealth Advisors | 30k | $2.5M | 12% | Sep 2024 |
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Raymond James & Associates | 29k | $2.4M | -76% | Sep 2024 |
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CHB Investment Group | 28k | $2.3M | 100% | Sep 2024 |
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Cetera Investment Advisers | 25k | $1.9M | -16% | Jun 2024 |
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Wedbush Morgan Securities | 24k | $2.0M | 34% | Sep 2024 |
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Rareview Capital | 21k | $1.8M | 100% | Sep 2024 |
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Prospera Financial Services | 21k | $1.7M | 0% | Sep 2024 |
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Mariner Wealth Advisors | 20k | $1.6M | 4% | Sep 2024 |
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Wolverine Trading | 20k | $1.6M | 128% | Sep 2024 |
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Mid-American Wealth Advisory Group | 18k | $1.5M | -42% | Sep 2024 |
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Branch Banking & Trust Company | 15k | $1.2M | 100% | Jun 2024 |
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Cassaday & Co Wealth Management | 15k | $1.3M | 0% | Sep 2024 |
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William Blair $ Company | 15k | $1.2M | -10% | Sep 2024 |
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Sinecera Capital | 15k | $1.2M | 0% | Sep 2024 |
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Sanctuary Advisors | 14k | $965k | 100% | Jun 2024 |
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Creative Financial Designs | 14k | $1.1M | -7% | Sep 2024 |
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Raymond James Financial Services Advisors | 13k | $1.1M | -5% | Sep 2024 |
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CI Private Wealth | 12k | $1.0M | 208% | Sep 2024 |
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Brian Hackleman | 12k | $912k | 9% | Jun 2024 |
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B.O.S.S. Retirement Advisors | 12k | $955k | 12% | Sep 2024 |
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Jpmorgan Chase & Co | 10k | $833k | -24% | Sep 2024 |
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Flow Traders US | 9.4k | $776k | -64% | Sep 2024 |
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Advisory Services Network | 9.3k | $699k | 0% | Sep 2024 |
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Integrated Wealth Concepts | 9.1k | $747k | 100% | Sep 2024 |
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North Ridge Wealth Advisors | 9.0k | $673k | -2% | Jun 2024 |
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Hollencrest Securities | 8.7k | $719k | 1% | Sep 2024 |
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Townsquare Capital | 8.6k | $712k | 79% | Sep 2024 |
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Howard Bailey Securities | 7.8k | $645k | 100% | Sep 2024 |
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Roman Butler Fullerton & Co | 7.8k | $608k | 7% | Sep 2024 |
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Great Lakes Retirement | 7.5k | $615k | 65% | Sep 2024 |
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Revisor Wealth Management | 7.3k | $603k | -1% | Sep 2024 |
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Elevated Capital Advisors | 7.1k | $584k | -2% | Sep 2024 |
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Private Advisor | 6.9k | $569k | -44% | Sep 2024 |
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Teamwork Financial Advisors | 6.9k | $568k | 100% | Sep 2024 |
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SWMG | 6.7k | $487k | 100% | Sep 2024 |
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Prosperity Wealth Management | 6.3k | $516k | 100% | Sep 2024 |
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Atria Wealth Solutions | 5.7k | $471k | 0% | Sep 2024 |
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Janney Montgomery Scott | 5.4k | $446k | -83% | Sep 2024 |
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Napa Wealth Management | 5.0k | $415k | -13% | Sep 2024 |
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Authentikos Wealth Advisory | 4.6k | $381k | 100% | Sep 2024 |
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JBR Co Financial Management | 4.6k | $378k | 33% | Sep 2024 |
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Federation des caisses Desjardins du Quebec | 4.4k | $366k | 6% | Sep 2024 |
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Aveo Capital Partners | 4.3k | $356k | 100% | Sep 2024 |
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Two Sigma Securities | 4.2k | $313k | 100% | Jun 2024 |
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Hoxton Planning & Management | 3.9k | $322k | -3% | Sep 2024 |
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Stokes Family Office | 3.8k | $309k | 100% | Sep 2024 |
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Kingsview Wealth Management | 3.6k | $293k | 100% | Sep 2024 |
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Merit Financial Group | 3.5k | $289k | 0% | Sep 2024 |
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BBK Capital Partners | 3.2k | $265k | 100% | Sep 2024 |
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SpiderRock Advisors | 3.2k | $263k | 100% | Sep 2024 |
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TrueMark Investments | 3.0k | $251k | -38% | Sep 2024 |
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Barclays | 2.9k | $239k | -26% | Sep 2024 |
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 2.5k | $209k | -37% | Sep 2024 |
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Coppell Advisory Solutions | 2.3k | $193k | 0% | Sep 2024 |
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Newbridge Financial Services Group | 2.2k | $182k | -35% | Sep 2024 |
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Private Trust Co Na | 2.2k | $162k | 17% | Jun 2024 |
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National Bank Of Canada /fi/ | 1.3k | $106k | -3% | Sep 2024 |
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Tucker Asset Management | 1.2k | $87k | 0% | Jun 2024 |
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Beacon Capital Management | 869.00 | $72k | 6% | Sep 2024 |
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Simplex Trading | 770.00 | $63k | -83% | Sep 2024 |
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GeoWealth Management | 680.00 | $56k | 100% | Sep 2024 |
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Baldwin Brothers | 541.00 | $45k | 8% | Sep 2024 |
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Parallel Advisors | 450.00 | $37k | 0% | Sep 2024 |
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Oliver Lagore Vanvalin Investment Group | 399.00 | $33k | 0% | Sep 2024 |
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CarsonAllaria Wealth Management | 368.00 | $30k | 100% | Sep 2024 |
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Parkside Financial Bank & Trust | 333.00 | $27k | 15% | Sep 2024 |
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FSA Wealth Management | 300.00 | $25k | 200% | Sep 2024 |
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GAMMA Investing | 255.00 | $21k | 286% | Sep 2024 |
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West Branch Capital | 214.00 | $18k | 1% | Sep 2024 |
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Spire Wealth Management | 208.00 | $17k | -83% | Sep 2024 |
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Pacifica Partners | 100.00 | $8.2k | 0% | Sep 2024 |
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Pineridge Advisors | 81.00 | $6.7k | -5% | Sep 2024 |
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Geneos Wealth Management | 72.00 | $5.4k | 929% | Jun 2024 |
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CWM | 69.00 | $6.0k | -98% | Sep 2024 |
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Qube Research & Technologies | 62.00 | $4.7k | 0% | Jun 2024 |
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Bogart Wealth | 51.00 | $4.2k | 0% | Sep 2024 |
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Atlantic Trust | 21.00 | $1.7k | 0% | Sep 2024 |
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Carolinas Wealth Consulting | 14.00 | $1.2k | -61% | Sep 2024 |
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Richard W. Paul & Associates | 10.00 | $833.000000 | 0% | Sep 2024 |
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Creekmur Asset Management | 1.00 | $49.000000 | 0% | Sep 2024 |
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Who sold out of Pimco Etf Tr 25yr+ zero u s?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Flagship Harbor Advisors | Mar 2024 | 399k | $32M |
Delphi Financial | Jun 2024 | 11k | $825k |
CWA Asset Management | Mar 2024 | 7.7k | $611k |
Goldman Sachs Group | Mar 2024 | 6.3k | $500k |
Arrowroot Family Office | Mar 2024 | 4.0k | $317k |
Kestra Advisory Services | Jun 2024 | 3.9k | $295k |
Koshinski Asset Management | Jun 2024 | 3.1k | $231k |
Larson Financial Group | Jun 2024 | 1.3k | $100k |
Brian McDonald | Jun 2024 | 1.2k | $89k |
EdgeRock Capital | Jun 2024 | 1.0k | $76k |
Td Private Client Wealth | Jun 2024 | 240.00 | $18k |
Pinnacle Bank | Jun 2024 | 78.00 | $5.9k |
Johnson Financial Group | Jun 2024 | 62.00 | $4.7k |
Signature | Jun 2024 | 27.00 | $2.0k |
IFP Advisors | Mar 2024 | 21.00 | $1.7k |
Us Bancorp | Jun 2024 | 18.00 | $1.4k |
Bnp Paribas Arbitrage, Snc | Jun 2024 | 3.00 | $225.000000 |