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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
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

Other funds holding ZROZ

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
WBC
West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return

Centurion Wealth Management's ZROZ Position: Q2 2026 in Review

Centurion Wealth Management reduced its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) stake by 88% in Q2 2026, selling an estimated $6.15M and leaving 12,967 shares worth $831K. The position accounts for 0.2% of the portfolio, ranked #111.

Centurion Wealth Management first reported a position in ZROZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.08M in Q1 2026. 12 funds tracked by Wall St. Rank hold ZROZ as of Q2 2026.

  • Centurion Wealth Management held 12,967 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $831K as of Q2 2026.
  • Centurion Wealth Management sold 97,717 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2026, an estimated $6.15M.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 0.2% of Centurion Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Centurion Wealth Management first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
  • Centurion Wealth Management's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $7.08M in Q1 2026.
  • 12 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.