AWM
CORP icon

Activest Wealth Management’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Activest Wealth Management’s Portfolio CORP Stock Details CORP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,040
Closed -$98.4K – 530
2024
Q1 		$99.9K Buy
+1,040
New +$99.7K 0.05% 81

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Activest Wealth Management's CORP Position: Q2 2024 in Review

Activest Wealth Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2024, closing a stake of 1,040 shares — an estimated $98.4K sold.

Activest Wealth Management first reported a position in CORP in Q1 2024 and held it in 1 quarter. The position peaked at $99.9K in Q1 2024. 161 funds tracked by Wall St. Rank hold CORP as of Q2 2024.

  • Activest Wealth Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
  • Activest Wealth Management sold 1,040 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2024, an estimated $98.4K.
  • Activest Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2024 and held it in 1 quarter.
  • Activest Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $99.9K in Q1 2024.
  • 161 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2024.

Based on Activest Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.