FGAM
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Financial Gravity Asset Management’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Financial Gravity Asset Management’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
2026
Q1 		$3.48K Hold
36
– – ﹤0.01% 681
2025
Q4 		$3.52K Hold
36
– – ﹤0.01% 575
2025
Q3 		$3.55K Buy
+36
New +$3.51K ﹤0.01% 719
2025
Q1 		$3.48K Buy
+36
New +$3.45K ﹤0.01% 758
2024
Q2 		$14.6K Sell
154
-427
-73% -$40.4K ﹤0.01% 429
2024
Q1 		$56.3K Sell
581
-28,124
-98% -$2.7M 0.01% 363
2023
Q4 		$1.47M Buy
28,705
+401
+1% +$37.1K 0.02% 290
2023
Q3 		$1.43M Buy
28,304
+26,025
+1,142% +$2.43M 0.02% 272
2023
Q2 		$216 Sell
2,279
-25
-1% -$2.38K ﹤0.01% 1167
2023
Q1 		$220 Buy
+2,304
New +$219K 0.01% 601

Other funds holding CORP

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return