Heritage Wealth Partners, LLC / ZROZ
Heritage Wealth Partners, LLC’s Pimco Etf Tr Position
Does Heritage Wealth Partners, LLC own Pimco Etf Tr (ZROZ)? Not currently — the last reported position was 76.7K shares worth $6M in Q3 2024; the fund’s latest 13F (Q1 2025) no longer reports it.
Position Value
$6M
Q3 2024
Shares
76.7K
% of Portfolio
+7.43%
Quarters Held
2
position exited
Position History ZROZ
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Heritage Wealth Partners, LLC’s full portfolio or all institutional holders of ZROZ.