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ZROZZROZ
16 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in PIMCO ETF TR

AE Wealth Management LLC holds 116,512 shares of ZROZ (PIMCO ETF TR), worth $7.5M as of 2026-Q2. The position was increased (+205.8% shares). ZROZ represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$7.5M

Current Shares

116,512

Total Value Change

+$6.4M

Total Shares Change

+104,755

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
116,512
+205.8%
$7.5M0.0%$63.29
44
2026-Q1
Decreased
38,103
-0.7%
$2.4M0.0%$67.17
0
2025-Q4
Decreased
38,353
-1.2%
$2.5M0.0%$64.97
0
2025-Q3
Increased
38,803
+1.6%
$2.6M0.0%$66.82
27
2025-Q2
Increased
38,207
+3.9%
$2.6M0.0%$63.59
27
2025-Q1
Decreased
36,772
-70.4%
$2.6M0.0%$67.21
0
2024-Q4
Decreased
124,315
-13.6%
$8.5M0.1%$66.00
0
2024-Q3
Increased
143,923
+92.0%
$11.9M0.1%$77.18
53
2024-Q2
Increased
74,976
+1891.9%
$5.6M0.1%$69.40
44
2024-Q1
Decreased
3,764
-93.8%
$298,2970.0%$72.53
0
2023-Q4
Increased
61,185
+2.7%
$4.7M0.0%$78.09
28
2023-Q3
Decreased
59,578
-74.5%
$4.3M0.0%$65.33
0
2023-Q2
Increased
233,639
+949.5%
$21.5M0.1%$80.40
55
2023-Q1
Increased
22,263
+112.2%
$2.1M0.0%$82.66
42
2022-Q4
Decreased
10,493
-10.8%
$916,2650.0%$77.18
0
2022-Q3
New
11,757
-
$1.1M0.0%$82.68
35

Other major holders of ZROZ: Mirae Asset Global Investments Co., Ltd., LPL Financial LLC

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