ECA
CORP icon

Elevation Capital Advisory’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Elevation Capital Advisory’s Portfolio CORP Stock Details CORP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-24,080
Closed -$2.34M – 62
2025
Q2 		$2.34M Sell
24,080
-4,506
-16% -$431K 0.94% 29
2025
Q1 		$2.77M Buy
+28,586
New +$2.74M 1.21% 28

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
VIA
Vickerman Investment Advisors Spokane, Washington $515M AUM 19.07% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Elevation Capital Advisory's CORP Position: Q3 2025 in Review

Elevation Capital Advisory sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2025, closing a stake of 24,080 shares — an estimated $2.34M sold.

Elevation Capital Advisory first reported a position in CORP in Q1 2025 and held it in 2 quarters. The position peaked at $2.77M in Q1 2025. 172 funds tracked by Wall St. Rank hold CORP as of Q3 2025.

  • Elevation Capital Advisory reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • Elevation Capital Advisory sold 24,080 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2025, an estimated $2.34M.
  • Elevation Capital Advisory first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2025 and held it in 2 quarters.
  • Elevation Capital Advisory's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $2.77M in Q1 2025.
  • 172 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2025.

Based on Elevation Capital Advisory's 13F filing for Q3 2025, filed 30 Oct 2025.