Cetera Investment Advisers
ZROZ icon

Cetera Investment Advisers’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Cetera Investment Advisers’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
Q1 		$420K Sell
6,567
-1,881
-22% -$123K ﹤0.01% 3667
2025
Q4 		$543K Sell
8,448
-22,599
-73% -$1.53M ﹤0.01% 3362
2025
Q3 		$2.11M Sell
31,047
-59
-0.2% -$3.87K ﹤0.01% 2123
2025
Q2 		$2.09M Buy
31,106
+647
+2% +$42.8K ﹤0.01% 1814
2025
Q1 		$2.18M Sell
30,459
-280
-0.9% -$19.6K ﹤0.01% 1687
2024
Q4 		$2.11M Sell
30,739
-23,456
-43% -$1.76M ﹤0.01% 1605
2024
Q3 		$4.47M Buy
54,195
+29,436
+119% +$2.37M 0.01% 1062
2024
Q2 		$1.86M Sell
24,759
-4,873
-16% -$362K ﹤0.01% 1628
2024
Q1 		$2.35M Buy
29,632
+26,488
+842% +$2.09M 0.01% 1432
2023
Q4 		$268K Sell
3,144
-21
-0.7% -$1.56K ﹤0.01% 1852
2023
Q3 		$230K Buy
3,165
+78
+3% +$6.43K ﹤0.01% 1891
2023
Q2 		$284K Buy
+3,087
New +$283K ﹤0.01% 1787
2021
Q3 		– Sell
-1,885
Closed -$274K – 1885
2021
Q2 		$274K Sell
1,885
-479
-20% -$65.9K ﹤0.01% 1472
2021
Q1 		$312K Buy
2,364
+621
+36% +$89.8K 0.01% 1237
2020
Q4 		$285K Buy
1,743
+282
+19% +$46.4K 0.01% 1267
2020
Q3 		$250K Buy
+1,461
New +$257K 0.02% 540

Other funds holding ZROZ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return