Janney Montgomery Scott
MUNI icon

Janney Montgomery Scott’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Janney Montgomery Scott’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
Q1 		– Sell
-53,001
Closed -$2.78M – 2954
2025
Q4 		$2.78M Sell
53,001
-10,147
-16% -$533K 0.01% 1185
2025
Q3 		$3.3M Buy
63,148
+39,731
+170% +$2.05M 0.01% 1074
2025
Q2 		$1.2M Sell
23,417
-8,799
-27% -$449K ﹤0.01% 1475
2025
Q1 		$1.66M Buy
32,216
+5,130
+19% +$266K ﹤0.01% 1247
2024
Q4 		$1.4M Buy
27,086
+14,131
+109% +$738K ﹤0.01% 1348
2024
Q3 		$686K Sell
12,955
-405
-3% -$21.3K ﹤0.01% 1751
2024
Q2 		$696K Buy
13,360
+2,480
+23% +$129K ﹤0.01% 1665
2024
Q1 		$571K Sell
10,880
-457
-4% -$24K ﹤0.01% 1897
2023
Q4 		$599K Buy
11,337
+413
+4% +$21K ﹤0.01% 1768
2023
Q3 		$547K Sell
10,924
-6,591
-38% -$338K ﹤0.01% 1712
2023
Q2 		$908K Sell
17,515
-65
-0.4% -$3.37K ﹤0.01% 1477
2023
Q1 		$919K Buy
17,580
+176
+1% +$9.14K ﹤0.01% 1366
2022
Q4 		$894K Sell
17,404
-1,350
-7% -$68.5K ﹤0.01% 1433
2022
Q3 		$940K Sell
18,754
-3,938
-17% -$204K ﹤0.01% 1342
2022
Q2 		$1.16M Buy
22,692
+1,966
+9% +$102K 0.01% 1168
2022
Q1 		$1.1M Sell
20,726
-889
-4% -$48.6K ﹤0.01% 1192
2021
Q4 		$1.22M Sell
21,615
-1,240
-5% -$69.7K ﹤0.01% 1217
2021
Q3 		$1.29M Sell
22,855
-13
-0.1% -$739 0.01% 1158
2021
Q2 		$1.3M Sell
22,868
-2,144
-9% -$121K 0.01% 1147
2021
Q1 		$1.41M Sell
25,012
-538
-2% -$30.4K 0.01% 1035
2020
Q4 		$1.45M Buy
25,550
+3,297
+15% +$186K 0.01% 1004
2020
Q3 		$1.25M Buy
22,253
+216
+1% +$12.2K 0.01% 997
2020
Q2 		$1.23M Buy
22,037
+615
+3% +$33.7K 0.01% 958
2020
Q1 		$1.17M Sell
21,422
-255
-1% -$14.1K 0.01% 885
2019
Q4 		$1.2M Buy
21,677
+137
+0.6% +$7.56K 0.01% 994
2019
Q3 		$1.19M Buy
21,540
+1,130
+6% +$62.4K 0.01% 961
2019
Q2 		$1.12M Sell
20,410
-295
-1% -$16K 0.01% 994
2019
Q1 		$1.12M Sell
20,705
-247
-1% -$13.2K 0.01% 967
2018
Q4 		$1.11M Buy
20,952
+7,311
+54% +$382K 0.01% 872
2018
Q3 		$716K Buy
13,641
+405
+3% +$21.4K 0.01% 1246
2018
Q2 		$700K Buy
13,236
+3,250
+33% +$171K 0.01% 1203
2018
Q1 		$527K Sell
9,986
-3,567
-26% -$189K 0.01% 1306
2017
Q4 		$727K Buy
13,553
+584
+5% +$31.3K 0.01% 1103
2017
Q3 		$698K Buy
12,969
+6,537
+102% +$352K 0.01% 1094
2017
Q2 		$344K Buy
6,432
+158
+3% +$8.44K ﹤0.01% 1369
2017
Q1 		$332K Buy
6,274
+101
+2% +$5.32K ﹤0.01% 1358
2016
Q4 		$323K Buy
6,173
+2,503
+68% +$134K ﹤0.01% 1284
2016
Q3 		$201K Buy
+3,670
New +$202K ﹤0.01% 1399
2016
Q2 		– Sell
-5,244
Closed -$284K – 994
2016
Q1 		$284K Buy
5,244
+1,416
+37% +$76.9K 0.01% 989
2015
Q4 		$207K Buy
+3,828
New +$205K 0.01% 1217
2014
Q4 		– Sell
-3,977
Closed -$212K – 2373
2014
Q3 		$212K Sell
3,977
-581
-13% -$31K ﹤0.01% 1930
2014
Q2 		$243K Sell
4,558
-2,299
-34% -$122K 0.01% 1795
2014
Q1 		$361K Buy
+6,857
New +$360K 0.01% 1333

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott's MUNI Position: Q1 2026 in Review

Janney Montgomery Scott sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2026, closing a stake of 53,001 shares — an estimated $2.78M sold.

Janney Montgomery Scott first reported a position in MUNI in Q1 2014 and held it in 43 quarters. The position peaked at $3.3M in Q3 2025. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

  • Janney Montgomery Scott reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 53,001 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $2.78M.
  • Janney Montgomery Scott first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2014 and held it in 43 quarters.
  • Janney Montgomery Scott's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.3M in Q3 2025.
  • 434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.