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Pimco Etf Tr 25yr+ zero u s shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors 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 MAI Wealth 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $216 3 72.00
2025-06-30 $2.1k 31 67.61
2025-03-31 $15k 203 71.62
2024-12-31 $55k 804 68.62

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth 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