Purchases and Sales Made in Q4 2025 in Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ)
This table provides information about the institutional ownership of Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ) during Q4 2025. The information is specifically focused on institutions that hold shares of PIMCO ETF TR 25+ YR ZERO CPN U.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
8.03K+ 5.56% |
$535K - $570K
|
152K
$10.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.85K+ 3.7% |
$256K - $273K
|
108K
$7.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.46K+ 3.43% |
$230K - $246K
|
104K
$6.98M
|
|
|
Jan 22, 2026
Q4 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
3.36K+ 3.15% |
$224K - $239K
|
110K
$7.37M
|
|
|
Jan 23, 2026
Q4 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.09K+ 29.55% |
$72.5K - $77.3K
|
4.77K
$320K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
144New |
$9.59K - $10.2K
|
144
$9.65K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
92New |
$6.13K - $6.53K
|
92
$6.16K
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.97% |
$133 - $142
|
209
$14K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-120- 3.65% |
$7.99K - $8.52K
|
3.17K
$212K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-966- 11.1% |
$64.3K - $68.6K
|
7.74K
$518K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-6.18K- 19.43% |
$411K - $438K
|
25.6K
$1.72M
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-11.3K- 91.21% |
$755K - $805K
|
1.09K
$73.2K
|
|
|
Jan 06, 2026
Q4 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-11.5K- 18.43% |
$763K - $813K
|
50.7K
$3.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.2K- 14.2% |
$1.08M - $1.15M
|
98K
$6.56M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-72.8K- 22.34% |
$4.85M - $5.17M
|
253K
$17M
|
|