CORP β€” PIMCO ETF TR

Ownership history in BAM Wealth Management, LLC  Β·  3 quarters on record

AI Ownership Summary

BAM Wealth Management, LLC reported PIMCO ETF TR (CORP) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 1.09% in 2025 Q3. The latest visible filing shows CORP at 0.86% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CORP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAM Wealth Management, LLC's position in PIMCO ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CORP was reported at 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BAM Wealth Management, LLC held CORP β€” position size vs. price
% of Fund (quarterly)    CORP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 11,889 -781 -6.2% 0.86% $1.2M 2026-04-17 $97.69
2025 Q4 REDUCED 12,670 -1,662 -11.6% 0.90% $1.2M 2026-01-20 $96.51
2025 Q3 INITIATED 14,332 β€” β€” 1.09% $1.4M 2025-10-31 $96.30

FAQ About BAM Wealth Management, LLC and CORP

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAM Wealth Management, LLC reported owning CORP?

BAM Wealth Management, LLC reported CORP across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported CORP position in BAM Wealth Management, LLC's portfolio?

The largest reported portfolio weight for CORP was 1.09% in 2025 Q3.

What is the latest reported CORP position on this page?

The most recent filing on this page is 2026 Q1, when BAM Wealth Management, LLC reported 11,889 shares, equal to 0.86% of portfolio, with an estimated market value of $1.2M.

What does the chart on this CORP ownership page compare?

The chart compares BAM Wealth Management, LLC's quarterly CORP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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