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PIMCO Active Bond Exchange-Traded Fund
BOND

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
JP Morgan Chase
1
JP Morgan Chase
New York
USD 68.1 M +USD 8.62 M +81,392 +15%
Morgan Stanley
2
Morgan Stanley
New York
USD 61.2 M +USD 664 k +6,265 +1%
PI
3
PHH Investments
Texas
USD 50.5 M +USD 19.2 M +180,883 +61%
Brinker Capital Investments
4
Brinker Capital Investments
Pennsylvania
USD 44.5 M -USD 206 k -1,945 -0.5%
Janney Capital Management
5
Janney Capital Management
Pennsylvania
USD 43.2 M +USD 466 k +4,400 +1%
Bank of America
6
Bank of America
North Carolina
USD 40.2 M +USD 2.36 M +22,314 +6%
Kays Financial Advisory
7
Kays Financial Advisory
Georgia
USD 33.4 M +USD 1.07 M +10,064 +3%
Regis Management Company
8
Regis Management Company
California
USD 31.6 M +USD 1.97 M +18,621 +7%
Freedom Investment Management
9
Freedom Investment Management
Connecticut
USD 26.6 M -USD 1.48 M -14,003 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
USD 22.2 M +USD 3.23 M +30,518 +17%
UBS Group
11
UBS Group
Switzerland
USD 22.2 M -USD 9.08 M -85,747 -29%
Wells Fargo
12
Wells Fargo
California
USD 20.7 M +USD 3.03 M +28,564 +17%
CWM
13
Cornerstone Wealth Management
Missouri
USD 15.6 M +USD 1.52 M +14,313 +11%
LPL Financial
14
LPL Financial
California
USD 13.6 M -USD 715 k -6,749 -5%
Bouchey Financial Group
15
Bouchey Financial Group
New York
USD 12.6 M +USD 778 k +7,346 +7%
RWA Wealth Partners
16
RWA Wealth Partners
Massachusetts
USD 11 M +USD 401 k +3,788 +4%
Frontier Investment Management
17
Frontier Investment Management
Texas
USD 9.8 M -USD 501 k -4,725 -5%
Vicus Capital
18
Vicus Capital
Pennsylvania
USD 9.5 M +USD 8.49 M +80,152 +837%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
USD 8.52 M -USD 145 k -1,367 -2%
Occidental Asset Management
20
Occidental Asset Management
California
USD 8.13 M +USD 539 k +5,084 +7%
Raymond James & Associates
21
Raymond James & Associates
Florida
USD 8.08 M +USD 297 k +2,803 +4%
FRG Family Wealth Advisors
22
FRG Family Wealth Advisors
Washington
USD 7.56 M +USD 641 k +6,050 +9%
Pinnacle Associates
23
Pinnacle Associates
New York
USD 6.71 M +USD 60.6 k +572 +0.9%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
USD 6.68 M +USD 127 k +1,197 +2%
Hollencrest Capital Management
25
Hollencrest Capital Management
California
USD 6.67 M +USD 102 k +966 +2%
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