Elevated Capital Advisors’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Elevated Capital Advisors’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	$395K	Buy	6,160 +3,691	+149%	+$232K	0.11%	157
2026 Q1	$158K	Sell	2,469 -6,165	-71%	-$402K	0.04%	251
2025 Q4	$555K	Sell	8,634 -143	-2%	-$9.68K	0.13%	187
2025 Q3	$596K	Sell	8,777 -509	-5%	-$33.3K	0.15%	179
2025 Q2	$665K	Hold	9,286	–	–	0.19%	158
2025 Q1	$665K	Buy	9,286 +314	+3%	+$21.9K	0.19%	158
2024 Q4	$616K	Buy	8,972 +1,891	+27%	+$142K	0.17%	170
2024 Q3	$584K	Sell	7,081 -143	-2%	-$11.5K	0.16%	193
2024 Q2	$542K	Buy	+7,224	New	+$536K	0.15%	171

Other funds holding ZROZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Elevated Capital Advisors's ZROZ Position: Q2 2026 in Review

Elevated Capital Advisors increased its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) stake by 149% in Q2 2026, buying an estimated $232K and bringing the position to 6,160 shares worth $395K. The position accounts for 0.11% of the portfolio, ranked #157.

Elevated Capital Advisors first reported a position in ZROZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $665K in Q2 2025. 123 funds tracked by Wall St. Rank hold ZROZ as of Q2 2026.

Elevated Capital Advisors held 6,160 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $395K as of Q2 2026.
Elevated Capital Advisors bought 3,691 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2026, an estimated $232K.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 0.11% of Elevated Capital Advisors's portfolio in Q2 2026, its #157 holding.
Elevated Capital Advisors first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $665K in Q2 2025.
123 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.