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United Capital Financial Advisors’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

United Capital Financial Advisors’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
Q2 		$346K Sell
3,567
-11,094
-76% -$1.07M ﹤0.01% 1306
2026
Q1 		$1.42M Buy
+14,661
New +$1.44M 0.01% 649
2020
Q3 		– Sell
-1,855
Closed -$212K – 1168
2020
Q2 		$212K Sell
1,855
-1,702
-48% -$189K ﹤0.01% 1089
2020
Q1 		$377K Sell
3,557
-232
-6% -$25.4K ﹤0.01% 917
2019
Q4 		$417K Sell
3,789
-936
-20% -$103K ﹤0.01% 1043
2019
Q3 		$518K Sell
4,725
-3,378
-42% -$367K ﹤0.01% 944
2019
Q2 		$871K Sell
8,103
-5,353
-40% -$559K 0.01% 859
2019
Q1 		$1.4M Sell
13,456
-7,481
-36% -$757K 0.01% 685
2018
Q4 		$2.07M Sell
20,937
-26,419
-56% -$2.61M 0.02% 550
2018
Q3 		$4.76M Sell
47,356
-88,983
-65% -$8.97M 0.03% 441
2018
Q2 		$13.7M Sell
136,339
-9,247
-6% -$931K 0.1% 227
2018
Q1 		$14.9M Sell
145,586
-6,835
-4% -$706K 0.11% 202
2017
Q4 		$16.1M Buy
152,421
+17,555
+13% +$1.85M 0.13% 194
2017
Q3 		$14.2M Buy
134,866
+9,278
+7% +$978K 0.12% 200
2017
Q2 		$13.2M Buy
125,588
+16,103
+15% +$1.68M 0.12% 200
2017
Q1 		$11.3M Buy
109,485
+68,060
+164% +$6.99M 0.11% 229
2016
Q4 		$4.24M Buy
+41,425
New +$4.29M 0.04% 396

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $11.8B AUM 21.23% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

United Capital Financial Advisors's CORP Position: Q2 2026 in Review

United Capital Financial Advisors reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 76% in Q2 2026, selling an estimated $1.07M and leaving 3,567 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

United Capital Financial Advisors first reported a position in CORP in Q4 2016 and has held it in 17 quarters since. The position peaked at $16.1M in Q4 2017. 191 funds tracked by Wall St. Rank hold CORP as of Q2 2026.

  • United Capital Financial Advisors held 3,567 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $346K as of Q2 2026.
  • United Capital Financial Advisors sold 11,094 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $1.07M.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1306 holding.
  • United Capital Financial Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2016 and has held it in 17 quarters since.
  • United Capital Financial Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $16.1M in Q4 2017.
  • 191 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.