Purchases and Sales Made in Q2 2025 in Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ)
This table provides information about the institutional ownership of Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ) during Q2 2025. The information is specifically focused on institutions that hold shares of PIMCO ETF TR 25+ YR ZERO CPN U.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
867K+ 46.66% |
$53.8M - $63.8M
|
2.72M
$180M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
202K+ 210.7% |
$12.5M - $14.9M
|
298K
$19.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
179K+ 60.81% |
$11.1M - $13.2M
|
474K
$31.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
76.5K+ 160.95% |
$4.75M - $5.63M
|
124K
$8.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
31.8KNew |
$1.97M - $2.34M
|
31.8K
$2.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31K+ 27.83% |
$1.92M - $2.28M
|
142K
$9.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.3K+ 70.12% |
$1.7M - $2.01M
|
66.3K
$4.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
18.6K+ 18.26% |
$1.16M - $1.37M
|
121K
$7.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
15.8K+ 8.9% |
$984K - $1.17M
|
194K
$12.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.01KNew |
$559K - $663K
|
9.01K
$595K
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
BUY
|
- |
8.7KNew |
$540K - $640K
|
8.7K
$574K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8.29K+ 55.55% |
$515K - $610K
|
23.2K
$1.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
7.12K+ 45.41% |
$442K - $524K
|
22.8K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
5.25K+ 8.04% |
$326K - $386K
|
70.6K
$4.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.23K+ 18.25% |
$263K - $311K
|
27.4K
$1.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.31K+ 9.74% |
$205K - $243K
|
37.3K
$2.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.27KNew |
$203K - $241K
|
3.27K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.75K+ 0.94% |
$170K - $202K
|
295K
$19.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.36KNew |
$147K - $174K
|
2.36K
$156K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.15K+ 13.25% |
$134K - $158K
|
18.4K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.07K+ 50.56% |
$129K - $153K
|
6.18K
$408K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.76K+ 35.84% |
$109K - $130K
|
6.67K
$440K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.55K+ 1.52% |
$96.3K - $114K
|
103K
$6.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.46K+ 42.23% |
$90.6K - $107K
|
4.92K
$325K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.44K+ 3.9% |
$89.1K - $106K
|
38.2K
$2.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.1K+ 2.69% |
$68.3K - $80.9K
|
42.1K
$2.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
730+ 8.62% |
$45.3K - $53.7K
|
9.2K
$607K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
661+ 15.78% |
$41K - $48.6K
|
4.85K
$320K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
350+ 1.1% |
$21.7K - $25.8K
|
32.3K
$2.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
109+ 0.18% |
$6.77K - $8.02K
|
61.7K
$4.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
61+ 18.32% |
$3.79K - $4.49K
|
394
$26K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
47New |
$2.92K - $3.46K
|
47
$3.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
25+ 92.59% |
$1.55K - $1.84K
|
52
$3.43K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 27.03% |
$621 - $736
|
47
$3.1K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
3+ 1.49% |
$186 - $221
|
205
$13.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 2.5% |
$62.1 - $73.6
|
41
$2.71K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-84- 62.22% |
$5.21K - $6.18K
|
51
$3.37K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-199- 49.87% |
$12.4K - $14.6K
|
200
$13.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-216- 3.76% |
$13.4K - $15.9K
|
5.53K
$365K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-222- 66.27% |
$13.8K - $16.3K
|
113
$7.46K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-230- 83.64% |
$14.3K - $16.9K
|
45
$2.97K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-366- 9.77% |
$22.7K - $26.9K
|
3.38K
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-515- 6.5% |
$32K - $37.9K
|
7.4K
$489K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-743- 2.84% |
$46.1K - $54.7K
|
25.4K
$1.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.46K- 24.75% |
$215K - $255K
|
10.5K
$695K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-5.88K- 10.58% |
$365K - $433K
|
49.7K
$3.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-6.74K- 22.72% |
$419K - $496K
|
22.9K
$1.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-10.4K- 68.3% |
$648K - $768K
|
4.84K
$320K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.1K- 23.17% |
$1.25M - $1.48M
|
66.7K
$4.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-22.8K- 38.64% |
$1.41M - $1.68M
|
36.2K
$2.39M
|