GPS Wealth Strategies Group’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

GPS Wealth Strategies Group’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 Q4	–	Sell	-50	Closed	-$4.93K	–	752
2025 Q3	$4.93K	Hold	50	–	–	﹤0.01%	1269
2025 Q2	$4.87K	Hold	50	–	–	﹤0.01%	1207
2025 Q1	$4.84K	Hold	50	–	–	﹤0.01%	1163
2024 Q4	$4.76K	Hold	50	–	–	﹤0.01%	1106
2024 Q3	$4.97K	Hold	50	–	–	﹤0.01%	1105
2024 Q2	$4.75K	Hold	50	–	–	﹤0.01%	1069
2024 Q1	$4.8K	Hold	50	–	–	﹤0.01%	1007
2023 Q4	$4.86K	Hold	50	–	–	﹤0.01%	986
2023 Q3	$4.56K	Hold	50	–	–	﹤0.01%	983
2023 Q2	$4.74K	Hold	50	–	–	﹤0.01%	996
2023 Q1	$4.81K	Buy	+50	New	+$4.76K	﹤0.01%	981

Other funds holding CORP

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

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

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

Vickerman Investment Advisors Spokane, Washington $476M AUM 12.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return