CIA
MFUS icon

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
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 $337M AUM 16.69% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $842M AUM 26.57% 1-Year Est. Return
MIM
Marshall Investment Management Littleton, Colorado $208M AUM 30.96% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
E
EntreWealth Austin, Texas $223M AUM 14.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Caerus Investment Advisors's MFUS Position: Q1 2026 in Review

Caerus Investment Advisors held its PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) position steady in Q1 2026 at 9,560 shares worth $558K. The position accounts for 0.23% of the portfolio, ranked #89.

Caerus Investment Advisors first reported a position in MFUS in Q3 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold MFUS as of Q1 2026.

  • Caerus Investment Advisors held 9,560 shares of PIMCO RAFI Dynamic Multi-Factor US Equity ETF worth $558K as of Q1 2026.
  • Caerus Investment Advisors left its PIMCO RAFI Dynamic Multi-Factor US Equity ETF share count unchanged in Q1 2026.
  • PIMCO RAFI Dynamic Multi-Factor US Equity ETF made up 0.23% of Caerus Investment Advisors's portfolio in Q1 2026, its #89 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 3 quarters since.
  • 32 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.