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Pimco Etf Tr 25yr+ zero u s shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of Pimco Etf Tr 25yr+ zero u s (ZROZ) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp investment in Pimco Etf Tr 25yr+ zero u s

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr 25yr+ zero u s held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Etf Tr 25yr+ zero u s by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $24M 353k 67.96
2025-06-30 $20M 298k 67.07
2025-03-31 $6.9M 96k 71.63
2024-12-31 $6.4M 93k 68.62

More positions owned by Consolidated Planning Corp

American Centy Etf Tr Us Eqt Etf (AVUS)
T Rowe Price Etf Cap Appreciation (TCAF)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Broadcom (AVGO)
Apple (AAPL)
Schwab Strategic Tr Fundamental Us L (FNDX)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Mmentm (MTUM)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)

View all positions for Consolidated Planning Corp

Top funds holding Pimco Etf Tr 25yr+ zero u s

Mirae Asset Global Investments
LPL Financial
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Adviser Investments
Envestnet Asset Management
RiverFront Investment Group
Consolidated Planning Corp
GenWealth Group
Morgan Stanley
Krilogy Financial
Susquehanna International
Raymond James Financial
Jane Street
Paragon Advisors
Commonwealth Equity Services

View all funds holding Pimco Etf Tr 25yr+ zero u s