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Pimco Etf Tr 25yr+ zero u s shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Pimco Etf Tr 25yr+ zero u s (ZROZ) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Pimco Etf Tr 25yr+ zero u s

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All positions including Pimco Etf Tr 25yr+ zero u s held by J.w. Cole Advisors 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 J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 3.0k 67.95
2021-09-30 $2.0M 20k 104.63

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Value Etf (VTV)

View all positions for J.w. Cole Advisors

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