HighTower Advisors
ZROZ icon

HighTower Advisors’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

HighTower Advisors’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
2025
Q4 		– Sell
-6,259
Closed -$425K – 4018
2025
Q3 		$425K Sell
6,259
-15,313
-71% -$1M ﹤0.01% 2742
2025
Q2 		$1.45M Buy
21,572
+10,901
+102% +$721K ﹤0.01% 1767
2025
Q1 		$764K Buy
10,671
+4,300
+67% +$300K ﹤0.01% 2148
2024
Q4 		$437K Buy
6,371
+954
+18% +$71.5K ﹤0.01% 2579
2024
Q3 		$444K Buy
+5,417
New +$435K ﹤0.01% 2481
2023
Q3 		– Sell
-3,972
Closed -$365K – 3780
2023
Q2 		$365K Buy
3,972
+1,000
+34% +$91.7K ﹤0.01% 2419
2023
Q1 		$284K Sell
2,972
-24,925
-89% -$2.34M ﹤0.01% 2499
2022
Q4 		$2.43M Buy
27,897
+1,596
+6% +$143K 0.01% 1188
2022
Q3 		$2.45M Buy
+26,301
New +$2.77M 0.01% 1118

Other funds holding ZROZ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return