GWWM
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Great Waters Wealth Management’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Great Waters Wealth 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
Q3 		$1.68M Buy
18,318
+265
+1% +$25.1K 0.15% 31
2026
Q2 		$1.75M Sell
18,053
-557
-3% -$53.9K 0.16% 33
2026
Q1 		$1.8M Sell
18,610
-100
-0.5% -$9.79K 0.19% 26
2025
Q4 		$1.83M Buy
18,710
+1,365
+8% +$134K 0.2% 27
2025
Q3 		$1.71M Buy
17,345
+405
+2% +$39.5K 0.2% 26
2025
Q2 		$1.65M Sell
16,940
-659
-4% -$63K 0.21% 28
2025
Q1 		$1.7M Sell
17,599
-288
-2% -$27.6K 0.24% 25
2024
Q4 		$1.7M Sell
17,887
-662
-4% -$64.2K 0.22% 31
2024
Q3 		$1.84M Sell
18,549
-831
-4% -$81.1K 0.25% 27
2024
Q2 		$1.84M Sell
19,380
-1,119
-5% -$106K 0.28% 26
2024
Q1 		$1.97M Sell
20,499
-356
-2% -$34.1K 0.32% 26
2023
Q4 		$2.01M Sell
20,855
-3,897
-16% -$361K 0.36% 26
2023
Q3 		$2.22M Buy
24,752
+232
+0.9% +$21.6K 0.44% 23
2023
Q2 		$2.33M Sell
24,520
-1,481
-6% -$141K 0.46% 22
2023
Q1 		$2.49M Sell
26,001
-1,472
-5% -$140K 0.53% 22
2022
Q4 		$2.66M Buy
+27,473
New +$2.54M 0.57% 20

Other funds holding CORP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
WF
Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Great Waters Wealth Management's CORP Position: Q3 2026 in Review

Great Waters Wealth Management increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 1.5% in Q3 2026, buying an estimated $25.1K and bringing the position to 18,318 shares worth $1.68M. The position accounts for 0.15% of the portfolio, ranked #31.

Great Waters Wealth Management first reported a position in CORP in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.66M in Q4 2022. 18 funds tracked by Wall St. Rank hold CORP as of Q3 2026.

  • Great Waters Wealth Management held 18,318 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $1.68M as of Q3 2026.
  • Great Waters Wealth Management bought 265 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2026, an estimated $25.1K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.15% of Great Waters Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Great Waters Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2022 and has held it in 16 quarters since.
  • Great Waters Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $2.66M in Q4 2022.
  • 18 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.