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Pimco Etf Tr 25yr+ zero u s shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning Partners 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 Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.4M 33k 72.73
2023-06-30 $3.3M 36k 92.03
2023-03-31 $3.3M 35k 95.78
2022-12-31 $2.6M 30k 87.32

More positions owned by Vertex Planning Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Ishares Msci Emrg Chn (EMXC)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

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

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Stifel Financial
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Commonwealth Equity Services
GenWealth Group
WCG Wealth Advisors
Citadel Advisors
Atlas Financial Advisors
Citizens Business Bank
U.S. Capital Wealth Advisors
Goodman Advisory Group

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