SWP
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Strategic Wealth Partners’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Strategic Wealth Partners’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
Q1 		$16.6K Sell
172
-132
-43% -$12.9K ﹤0.01% 760
2025
Q4 		$29.7K Sell
304
-5,019
-94% -$494K ﹤0.01% 622
2025
Q3 		$525K Buy
+5,323
New +$519K 0.04% 223

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Strategic Wealth Partners's CORP Position: Q1 2026 in Review

Strategic Wealth Partners reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 43% in Q1 2026, selling an estimated $12.9K and leaving 172 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Strategic Wealth Partners first reported a position in CORP in Q3 2025 and has held it in 3 quarters since. The position peaked at $525K in Q3 2025. 196 funds tracked by Wall St. Rank hold CORP as of Q1 2026.

  • Strategic Wealth Partners held 172 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $16.6K as of Q1 2026.
  • Strategic Wealth Partners sold 132 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $12.9K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #760 holding.
  • Strategic Wealth Partners first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $525K in Q3 2025.
  • 196 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.