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Pimco Etf Tr 25yr+ zero u s shares owned by Whalen Wealth Management

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

Historical chart of Whalen Wealth Management 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 Whalen Wealth Management 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 Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $710k 11k 64.01

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View all positions for Whalen Wealth Management

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

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

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