Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
739KNew |
$46.2M - $51.1M
|
739K
$50.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
101KNew |
$6.3M - $6.96M
|
101K
$6.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
89.7K+ 164.26% |
$5.61M - $6.2M
|
144K
$9.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
58.4K+ 654.14% |
$3.65M - $4.04M
|
67.3K
$4.57M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
56.1KNew |
$3.51M - $3.88M
|
56.1K
$3.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
54.9K+ 18.46% |
$3.44M - $3.8M
|
353K
$23.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
53.8K+ 27.75% |
$3.37M - $3.72M
|
248K
$16.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22.5KNew |
$1.41M - $1.56M
|
22.5K
$1.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
19.6KNew |
$1.23M - $1.36M
|
19.6K
$1.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
11.3K+ 1043.42% |
$710K - $784K
|
12.4K
$844K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.1K+ 9.67% |
$630K - $696K
|
114K
$7.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
8.7KNew |
$545K - $602K
|
8.7K
$591K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.11K+ 1.71% |
$507K - $560K
|
482K
$32.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.73K+ 84.0% |
$484K - $534K
|
16.9K
$1.15M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.52KNew |
$470K - $520K
|
7.52K
$511K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.36KNew |
$398K - $440K
|
6.36K
$432K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.99KNew |
$187K - $207K
|
2.99K
$203K
|
|
|
Nov 05, 2025
Q3 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.98K+ 6.22% |
$124K - $137K
|
33.8K
$2.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.42K+ 6.13% |
$89.1K - $98.4K
|
24.6K
$1.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.26K+ 1.45% |
$78.7K - $86.9K
|
87.8K
$5.97M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
714+ 0.69% |
$44.7K - $49.4K
|
104K
$7.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
596+ 1.56% |
$37.3K - $41.2K
|
38.8K
$2.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
493+ 8.27% |
$30.8K - $34.1K
|
6.46K
$438K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
367New |
$23K - $25.4K
|
367
$24.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
266+ 5.41% |
$16.6K - $18.4K
|
5.18K
$352K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
259+ 1.02% |
$16.2K - $17.9K
|
25.7K
$1.74M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
200New |
$12.5K - $13.8K
|
200
$13.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
161+ 247.69% |
$10.1K - $11.1K
|
226
$15.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
103+ 15.73% |
$6.44K - $7.12K
|
758
$51.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
75New |
$4.69K - $5.18K
|
75
$5.09K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
39+ 34.51% |
$2.44K - $2.7K
|
152
$10.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
18+ 64.29% |
$1.13K - $1.24K
|
46
$3.12K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16+ 0.49% |
$1K - $1.11K
|
3.29K
$223K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.98% |
$125 - $138
|
207
$14.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-188- 5.56% |
$11.8K - $13K
|
3.19K
$217K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-200- 98.52% |
$12.5K - $13.8K
|
3
$204
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-249- 1.09% |
$15.6K - $17.2K
|
22.6K
$1.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-495- 6.69% |
$31K - $34.2K
|
6.91K
$469K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-759- 0.53% |
$47.5K - $52.5K
|
142K
$9.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.05K- 21.69% |
$65.7K - $72.6K
|
3.79K
$258K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.12K- 4.08% |
$70K - $77.3K
|
26.3K
$1.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.26K- 4.55% |
$142K - $156K
|
47.5K
$3.23M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.3K- 25.57% |
$144K - $159K
|
6.71K
$455K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.6K- 26.74% |
$163K - $180K
|
7.12K
$484K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-3.04K- 56.48% |
$190K - $210K
|
2.34K
$159K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.38K- 12.1% |
$274K - $302K
|
31.8K
$2.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.5K- 17.84% |
$469K - $518K
|
34.6K
$2.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-7.65K- 87.56% |
$479K - $529K
|
1.09K
$73.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.8K- 64.32% |
$740K - $818K
|
6.56K
$446K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.3K- 70.99% |
$958K - $1.06M
|
6.26K
$425K
|