XML Financial’s PIMCO Inflation PLUS Active ETF PCPI Stock Holding History

XML Financial’s Portfolio PCPI Stock Details PCPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.54M	Buy	+189,811	New	+$9.56M	0.69%	41

Other funds holding PCPI

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

XML Financial's PCPI Position: Q2 2026 in Review

XML Financial opened a new position in PIMCO Inflation PLUS Active ETF (PCPI) in Q2 2026: 189,811 shares worth $9.54M. The stake represents 0.69% of the portfolio and ranks #41 among its holdings.

3 funds tracked by Wall St. Rank hold PCPI as of Q2 2026.

XML Financial held 189,811 shares of PIMCO Inflation PLUS Active ETF worth $9.54M as of Q2 2026.
PIMCO Inflation PLUS Active ETF was a new XML Financial position in Q2 2026.
PIMCO Inflation PLUS Active ETF made up 0.69% of XML Financial's portfolio in Q2 2026, its #41 holding.
3 funds tracked by Wall St. Rank held PIMCO Inflation PLUS Active ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.