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Caerus Investment Advisors’s PIMCO RAFI Dynamic Multi-Factor US Equity ETF MFUS Stock Holding History

Caerus Investment Advisors’s Portfolio MFUS Stock Details MFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$764K Buy
11,374
+1,814
+19% +$115K 0.25% 69
2026
Q1 		$558K Hold
9,560
– – 0.23% 89
2025
Q4 		$541K Hold
9,560
– – 0.18% 133
2025
Q3 		$538K Buy
+9,560
New +$521K 0.22% 106

Other funds holding MFUS

SC
Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
MIM
Marshall Investment Management Littleton, Colorado $241M AUM 30.53% 1-Year Est. Return
E
EntreWealth Austin, Texas $270M AUM 17.72% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caerus Investment Advisors's MFUS Position: Q2 2026 in Review

Caerus Investment Advisors increased its PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) stake by 19% in Q2 2026, buying an estimated $115K and bringing the position to 11,374 shares worth $764K. The position accounts for 0.25% of the portfolio, ranked #69.

Caerus Investment Advisors first reported a position in MFUS in Q3 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold MFUS as of Q2 2026.

  • Caerus Investment Advisors held 11,374 shares of PIMCO RAFI Dynamic Multi-Factor US Equity ETF worth $764K as of Q2 2026.
  • Caerus Investment Advisors bought 1,814 PIMCO RAFI Dynamic Multi-Factor US Equity ETF shares in Q2 2026, an estimated $115K.
  • PIMCO RAFI Dynamic Multi-Factor US Equity ETF made up 0.25% of Caerus Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • Caerus Investment Advisors first reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.