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

Beck Capital 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	-19,401	Closed	-$1.86M	–	110
2024 Q1	$1.86M	Sell	19,401 -1,401	-7%	-$134K	0.54%	68
2023 Q4	$2.02M	Buy	20,802 +3,711	+22%	+$343K	0.69%	58
2023 Q3	$1.56M	Buy	+17,091	New	+$1.59M	0.6%	68

Other funds holding CORP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beck Capital Management's CORP Position: Q2 2024 in Review

Beck Capital Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2024, closing a stake of 19,401 shares — an estimated $1.86M sold.

Beck Capital Management first reported a position in CORP in Q3 2023 and held it in 3 quarters. The position peaked at $2.02M in Q4 2023. 161 funds tracked by Wall St. Rank hold CORP as of Q2 2024.

Beck Capital Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
Beck Capital Management sold 19,401 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2024, an estimated $1.86M.
Beck Capital Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2023 and held it in 3 quarters.
Beck Capital Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $2.02M in Q4 2023.
161 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2024.

Based on Beck Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.