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PIMCO Municipal Income Opportunities Active ETF
MINO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 60.8 M +USD 11.8 M +260,663 +24%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 39 M +USD 16.1 M +355,402 +72%
CPCM
3
Cardinal Point Capital Management
Ontario, Canada
USD 27 M +USD 191 k +4,200 +0.7%
Great Valley Advisor Group
4
Great Valley Advisor Group
Delaware
USD 26.4 M +USD 3.81 M +83,881 +17%
NewEdge Advisors
5
NewEdge Advisors
Louisiana
USD 20.9 M +USD 2.15 M +47,330 +12%
Morgan Stanley
6
Morgan Stanley
New York
USD 20.1 M +USD 15.3 M +336,739 +327%
Raymond James Financial
7
Raymond James Financial
Florida
USD 15.7 M +USD 3.98 M +87,638 +34%
Creative Financial Designs
8
Creative Financial Designs
Indiana
USD 14.6 M +USD 14.3 M +314,688 +7,263%
United Capital Financial Advisors
9
United Capital Financial Advisors
Texas
USD 14 M +USD 13.9 M +306,171 Nuevas
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
USD 13.1 M -USD 472 k -10,385 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
USD 12.7 M +USD 4.21 M +92,728 +50%
Osaic Holdings
12
Osaic Holdings
Arizona
USD 12.2 M +USD 2.42 M +53,255 +25%
GeoWealth Management
13
GeoWealth Management
Illinois
USD 9.6 M +USD 2.29 M +50,396 +32%
Asio Capital
14
Asio Capital
Kentucky
USD 9.08 M +USD 436 k +9,604 +5%
Cary Street Partners
15
Cary Street Partners
Virginia
USD 7.94 M +USD 347 k +7,650 +5%
Truist Financial
16
Truist Financial
North Carolina
USD 7.79 M -USD 117 k -2,572 -1%
HighTower Advisors
17
HighTower Advisors
Illinois
USD 7.17 M +USD 1.02 M +22,413 +17%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
USD 6.76 M +USD 1.47 M +32,387 +28%
CWM
19
CarsonAllaria Wealth Management
Illinois
USD 6.64 M -USD 597 k -13,145 -8%
True North Advisors
20
True North Advisors
Texas
USD 6.45 M +USD 6.4 M +140,914 Nuevas
BAG
21
Bridgewealth Advisory Group
California
USD 6.21 M +USD 245 k +5,401 +4%
Tortoise Investment Management
22
Tortoise Investment Management
New York
USD 5.77 M +USD 735 k +16,190 +15%
SFC
23
Sprinkle Financial Consultants
Colorado
USD 5.62 M +USD 1.09 M +24,022 +24%
SN
24
Sittner & Nelson
Oregon
USD 5.54 M +USD 767 k +16,891 +16%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
USD 5.22 M +USD 1.98 M +43,661 +62%
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