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Ausdal Financial Partners’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Ausdal Financial Partners’s Portfolio ZROZ Stock Details ZROZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-6,507
Closed -$945K – 511
2021
Q2 		$945K Buy
+6,507
New +$895K 0.14% 181

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PA
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ausdal Financial Partners's ZROZ Position: Q3 2021 in Review

Ausdal Financial Partners sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q3 2021, closing a stake of 6,507 shares — an estimated $945K sold.

Ausdal Financial Partners first reported a position in ZROZ in Q2 2021 and held it in 1 quarter. The position peaked at $945K in Q2 2021. 55 funds tracked by Wall St. Rank hold ZROZ as of Q3 2021.

  • Ausdal Financial Partners reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q3 2021 after selling out during the quarter.
  • Ausdal Financial Partners sold 6,507 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q3 2021, an estimated $945K.
  • Ausdal Financial Partners first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2021 and held it in 1 quarter.
  • Ausdal Financial Partners's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $945K in Q2 2021.
  • 55 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q3 2021.

Based on Ausdal Financial Partners's 13F filing for Q3 2021, filed 1 Nov 2021.