Planning Capital Management Corporation’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Planning Capital Management Corporation’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
2024 Q3	$68.2K	Sell	686 -47	-6%	-$4.59K	0.05%	157
2024 Q2	$69.7K	Buy	733 +4	+0.5%	+$379	0.05%	168
2024 Q1	$70K	Buy	729 +144	+25%	+$13.8K	0.05%	164
2023 Q4	$56.9K	Buy	+585	New	+$54.1K	0.04%	183

Other funds holding CORP

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Planning Capital Management Corporation's CORP Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 6.4% in Q3 2024, selling an estimated $4.59K and leaving 686 shares worth $68.2K. The position accounts for 0.05% of the portfolio, ranked #157.

Planning Capital Management Corporation first reported a position in CORP in Q4 2023 and has held it in 4 quarters since. The position peaked at $70K in Q1 2024. 158 funds tracked by Wall St. Rank hold CORP as of Q3 2024.

Planning Capital Management Corporation held 686 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $68.2K as of Q3 2024.
Planning Capital Management Corporation sold 47 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2024, an estimated $4.59K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.05% of Planning Capital Management Corporation's portfolio in Q3 2024, its #157 holding.
Planning Capital Management Corporation first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2023 and has held it in 4 quarters since.
Planning Capital Management Corporation's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $70K in Q1 2024.
158 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.