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Fulcrum Equity Management’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Fulcrum Equity 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
2020
Q4 		– Sell
-8,504
Closed -$1.45M – 178
2020
Q3 		$1.45M Buy
8,504
+4,711
+124% +$829K 0.67% 45
2020
Q2 		$656K Buy
+3,793
New +$662K 0.31% 59

Other funds holding ZROZ

CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fulcrum Equity Management's ZROZ Position: Q4 2020 in Review

Fulcrum Equity Management sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q4 2020, closing a stake of 8,504 shares — an estimated $1.45M sold.

Fulcrum Equity Management first reported a position in ZROZ in Q2 2020 and held it in 2 quarters. The position peaked at $1.45M in Q3 2020. 63 funds tracked by Wall St. Rank hold ZROZ as of Q4 2020.

  • Fulcrum Equity Management reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
  • Fulcrum Equity Management sold 8,504 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q4 2020, an estimated $1.45M.
  • Fulcrum Equity Management first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2020 and held it in 2 quarters.
  • Fulcrum Equity Management's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $1.45M in Q3 2020.
  • 63 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q4 2020.

Based on Fulcrum Equity Management's 13F filing for Q4 2020, filed 22 Feb 2021.