GPS Wealth Strategies Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

GPS Wealth Strategies Group’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
2024 Q4	–	Sell	-450	Closed	-$23.8K	–	1423
2024 Q3	$23.8K	Hold	450	–	–	﹤0.01%	758
2024 Q2	$23.4K	Sell	450 -100	-18%	-$5.2K	﹤0.01%	725
2024 Q1	$28.9K	Hold	550	–	–	﹤0.01%	637
2023 Q4	$29K	Sell	550 -200	-27%	-$10.2K	0.01%	613
2023 Q3	$37.6K	Hold	750	–	–	0.01%	543
2023 Q2	$38.9K	Hold	750	–	–	0.01%	544
2023 Q1	$39.2K	Buy	+750	New	+$39K	0.01%	529

Other funds holding MUNI

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

GPS Wealth Strategies Group's MUNI Position: Q4 2024 in Review

GPS Wealth Strategies Group sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2024, closing a stake of 450 shares — an estimated $23.8K sold.

GPS Wealth Strategies Group first reported a position in MUNI in Q1 2023 and held it in 7 quarters. The position peaked at $39.2K in Q1 2023. 334 funds tracked by Wall St. Rank hold MUNI as of Q4 2024.

GPS Wealth Strategies Group reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
GPS Wealth Strategies Group sold 450 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2024, an estimated $23.8K.
GPS Wealth Strategies Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2023 and held it in 7 quarters.
GPS Wealth Strategies Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $39.2K in Q1 2023.
334 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2024, filed 24 Jan 2025.