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PKS Advisory Services’s PIMCO RAFI Dynamic Multi-Factor US Equity ETF MFUS Stock Holding History

PKS Advisory Services’s Portfolio MFUS Stock Details MFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,210
Closed -$332K – 264
2025
Q2 		$332K Sell
6,210
-199
-3% -$10K 0.08% 182
2025
Q1 		$322K Sell
6,409
-9,529
-60% -$487K 0.09% 172
2024
Q4 		$790K Buy
+15,938
New +$813K 0.2% 94

Other funds holding MFUS

SC
Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
MIM
Marshall Investment Management Littleton, Colorado $241M AUM 30.53% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
E
EntreWealth Austin, Texas $270M AUM 17.72% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PKS Advisory Services's MFUS Position: Q3 2025 in Review

PKS Advisory Services sold out of PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) in Q3 2025, closing a stake of 6,210 shares — an estimated $332K sold.

PKS Advisory Services first reported a position in MFUS in Q4 2024 and held it in 3 quarters. The position peaked at $790K in Q4 2024. 30 funds tracked by Wall St. Rank hold MFUS as of Q3 2025.

  • PKS Advisory Services reported no remaining PIMCO RAFI Dynamic Multi-Factor US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • PKS Advisory Services sold 6,210 PIMCO RAFI Dynamic Multi-Factor US Equity ETF shares in Q3 2025, an estimated $332K.
  • PKS Advisory Services first reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in Q4 2024 and held it in 3 quarters.
  • PKS Advisory Services's PIMCO RAFI Dynamic Multi-Factor US Equity ETF position peaked at $790K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q3 2025.

Based on PKS Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.