ZROZ

Pimco 25+ Yr Zero Cpn Us Tif

Latest period2024 - Q4Total superinvestors19

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 19 superinvestors own shares of Pimco 25+ Yr Zero Cpn Us Tif (ZROZ), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Pimco 25+ Yr Zero Cpn Us Tif (ZROZ), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Pimco 25+ Yr Zero Cpn Us Tif (ZROZ) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Pimco 25+ Yr Zero Cpn Us Tif (ZROZ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Michael Leanza@Genwealth Group, Inc.
Recent Activity
Increased 8.26%
3.54%
$15.522M
226,202 shares@ 68.63 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Increased 0.38%
0.66%
$9.864M
143,745 shares@ 68.62 avg price
Kevin McCann@Mid-american Wealth Advisory Group, Inc.
Recent Activity
Increased 417.1%
3.68%
$6.259M
91,211 shares@ 68.63 avg price
David Hailey@Paragon Advisors, Llc
Recent Activity
Increased 50.8%
1.92%
$5.59M
81,464 shares@ 68.62 avg price
Nathaniel Donohue@Consilio Wealth Advisors, Llc
Recent Activity
Increased 6.97%
1.4%
$3.419M
49,819 shares@ 68.63 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 622.22%
0.01%
$2.681M
39,072 shares@ 68.62 avg price
Ashleigh Swayze@Chb Investment Group, Llc
Recent Activity
Increased 8.36%
1.12%
$2.048M
29,844 shares@ 68.63 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
Increased 26.71%
0.17%
$615,658
8,972 shares@ 68.62 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 18.95%
0.01%
$285,665
4,163 shares@ 68.62 avg price
Georgann Ramage@West Branch Capital Llc
Recent Activity
Increased 94.4%
0.01%
$28,514
416 shares@ 68.55 avg price