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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
393+ 0.64% |
$24.6K - $27.2K
|
62.1K
$4.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
371+ 0.53% |
$23.2K - $25.6K
|
70.9K
$4.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
367New |
$23K - $25.4K
|
367
$24.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
302+ 3.92% |
$18.9K - $20.9K
|
8.02K
$537K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
266+ 5.41% |
$16.6K - $18.4K
|
5.18K
$347K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
259+ 1.02% |
$16.2K - $17.9K
|
25.7K
$1.72M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
200New |
$12.5K - $13.8K
|
200
$13.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
161+ 247.69% |
$10.1K - $11.1K
|
226
$15.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
117+ 3.46% |
$7.32K - $8.09K
|
3.5K
$234K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
103+ 15.73% |
$6.44K - $7.12K
|
758
$50.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
75New |
$4.69K - $5.18K
|
75
$5.03K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
70+ 38.67% |
$4.38K - $4.84K
|
251
$16.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
39+ 34.51% |
$2.44K - $2.7K
|
152
$10.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
27+ 0.56% |
$1.69K - $1.87K
|
4.88K
$327K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
18+ 64.29% |
$1.13K - $1.24K
|
46
$3.08K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16+ 0.49% |
$1K - $1.11K
|
3.29K
$220K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.98% |
$125 - $138
|
207
$13.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-59- 0.19% |
$3.69K - $4.08K
|
31K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-102- 0.15% |
$6.38K - $7.05K
|
70.1K
$4.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-188- 5.56% |
$11.8K - $13K
|
3.19K
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-200- 98.52% |
$12.5K - $13.8K
|
3
$201
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-249- 1.09% |
$15.6K - $17.2K
|
22.6K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-265- 3.79% |
$16.6K - $18.3K
|
6.72K
$450K
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-327- 5.91% |
$20.5K - $22.6K
|
5.21K
$349K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-495- 6.69% |
$31K - $34.2K
|
6.91K
$463K
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-509- 5.48% |
$31.8K - $35.2K
|
8.78K
$588K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-759- 0.53% |
$47.5K - $52.5K
|
142K
$9.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.05K- 21.69% |
$65.7K - $72.6K
|
3.79K
$254K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.12K- 4.08% |
$70K - $77.3K
|
26.3K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.02K- 19.23% |
$127K - $140K
|
8.5K
$570K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.26K- 4.55% |
$142K - $156K
|
47.5K
$3.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.3K- 25.57% |
$144K - $159K
|
6.71K
$449K
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.48K- 26.97% |
$155K - $171K
|
6.72K
$450K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.57K- 1.69% |
$161K - $178K
|
150K
$10M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.6K- 26.74% |
$163K - $180K
|
7.12K
$477K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-3.04K- 56.48% |
$190K - $210K
|
2.34K
$157K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.38K- 12.1% |
$274K - $302K
|
31.8K
$2.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.99K- 2.01% |
$312K - $345K
|
243K
$16.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-5.35K- 20.83% |
$335K - $370K
|
20.3K
$1.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-6.13K- 71.37% |
$384K - $424K
|
2.46K
$165K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.5K- 17.84% |
$469K - $518K
|
34.6K
$2.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-7.65K- 87.56% |
$479K - $529K
|
1.09K
$72.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-11K- 5.16% |
$686K - $758K
|
201K
$13.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.8K- 64.32% |
$740K - $818K
|
6.56K
$440K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14K- 17.68% |
$876K - $968K
|
65.2K
$4.37M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.3K- 70.99% |
$958K - $1.06M
|
6.26K
$419K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16K- 1.97% |
$1M - $1.1M
|
797K
$53.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16.2K- 15.95% |
$1.02M - $1.12M
|
85.6K
$5.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-17.3K- 13.98% |
$1.08M - $1.2M
|
107K
$7.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-17.8K- 37.29% |
$1.12M - $1.23M
|
30K
$2.01M
|