Spotlight Asset Group’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Spotlight Asset 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
2020 Q3	–	Sell	-2,012	Closed	-$230K	–	155
2020 Q2	$230K	Buy	+2,012	New	+$223K	0.1%	116

Other funds holding CORP

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

TCM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MAG

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

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

AWMG

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

Spotlight Asset Group's CORP Position: Q3 2020 in Review

Spotlight Asset Group sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2020, closing a stake of 2,012 shares — an estimated $230K sold.

Spotlight Asset Group first reported a position in CORP in Q2 2020 and held it in 1 quarter. The position peaked at $230K in Q2 2020. 130 funds tracked by Wall St. Rank hold CORP as of Q3 2020.

Spotlight Asset Group reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
Spotlight Asset Group sold 2,012 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2020, an estimated $230K.
Spotlight Asset Group first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2020 and held it in 1 quarter.
Spotlight Asset Group's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $230K in Q2 2020.
130 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2020.

Based on Spotlight Asset Group's 13F filing for Q3 2020, filed 30 Oct 2020.