Aptus Capital Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Aptus Capital Advisors’s Portfolio MUNI Stock Details MUNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$173K	Buy	3,286 +2,944	+861%	+$154K	﹤0.01%	1146
2026 Q1	$17.8K	Sell	342 -5,227	-94%	-$276K	﹤0.01%	1429
2025 Q4	$292K	Buy	5,569 +123	+2%	+$6.46K	﹤0.01%	896
2025 Q3	$285K	Buy	5,446 +3,269	+150%	+$168K	﹤0.01%	858
2025 Q2	$112K	Buy	2,177 +66	+3%	+$3.37K	﹤0.01%	1059
2025 Q1	$109K	Buy	2,111 +26	+1%	+$1.35K	﹤0.01%	997
2024 Q4	$108K	Buy	+2,085	New	+$109K	﹤0.01%	992

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aptus Capital Advisors's MUNI Position: Q2 2026 in Review

Aptus Capital Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 861% in Q2 2026, buying an estimated $154K and bringing the position to 3,286 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Aptus Capital Advisors first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. The position peaked at $292K in Q4 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Aptus Capital Advisors held 3,286 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $173K as of Q2 2026.
Aptus Capital Advisors bought 2,944 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $154K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1146 holding.
Aptus Capital Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Aptus Capital Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $292K in Q4 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.