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

Latitude 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
2023 Q3	–	Sell	-4,852	Closed	-$252K	–	177
2023 Q2	$252K	Buy	+4,852	New	+$252K	0.17%	131
2023 Q1	–	Sell	-4,459	Closed	-$229K	–	176
2022 Q4	$229K	Sell	4,459 -802	-15%	-$40.7K	0.17%	138
2022 Q3	$264K	Buy	+5,261	New	+$272K	0.22%	107

Other funds holding MUNI

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

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

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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Latitude Advisors's MUNI Position: Q3 2023 in Review

Latitude Advisors sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2023, closing a stake of 4,852 shares — an estimated $252K sold.

Latitude Advisors first reported a position in MUNI in Q3 2022 and held it in 3 quarters. The position peaked at $264K in Q3 2022. 219 funds tracked by Wall St. Rank hold MUNI as of Q3 2023.

Latitude Advisors reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
Latitude Advisors sold 4,852 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2023, an estimated $252K.
Latitude Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2022 and held it in 3 quarters.
Latitude Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $264K in Q3 2022.
219 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2023.

Based on Latitude Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.