Centurion Wealth Management
ZROZ icon

Centurion Wealth Management’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Centurion Wealth Management’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
2026
Q3 		– Sell
-12,967
Closed -$831K – 307
2026
Q2 		$831K Sell
12,967
-97,717
-88% -$6.15M 0.2% 111
2026
Q1 		$7.08M Buy
110,684
+6,508
+6% +$424K 1.6% 12
2025
Q4 		$6.69M Buy
104,176
+3,459
+3% +$234K 1.47% 13
2025
Q3 		$6.84M Buy
+100,717
New +$6.6M 1.56% 13

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Mid-American Wealth Advisory Group
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Krilogy Financial
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Wealth Enhancement Advisory Services
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Provident Wealth Management
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Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Williams & Novak
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Centurion Wealth Management's ZROZ Position: Q3 2026 in Review

Centurion Wealth Management sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q3 2026, closing a stake of 12,967 shares — an estimated $831K sold.

Centurion Wealth Management first reported a position in ZROZ in Q3 2025 and held it in 4 quarters. The position peaked at $7.08M in Q1 2026. 17 funds tracked by Wall St. Rank hold ZROZ as of Q3 2026.

  • Centurion Wealth Management reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q3 2026 after selling out during the quarter.
  • Centurion Wealth Management sold 12,967 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q3 2026, an estimated $831K.
  • Centurion Wealth Management first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q3 2025 and held it in 4 quarters.
  • Centurion Wealth Management's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $7.08M in Q1 2026.
  • 17 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.