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

Optimus 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 		$500K Hold
9,500
– – 0.27% 31
2026
Q1 		$496K Buy
+9,500
New +$501K 0.29% 26

Other funds holding MUNI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PA
PW Advisors Tallahassee, Florida $150M AUM
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

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

Optimus Capital Advisors held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 9,500 shares worth $500K. The position accounts for 0.27% of the portfolio, ranked #31.

Optimus Capital Advisors first reported a position in MUNI in Q1 2026 and has held it in 2 quarters since. 296 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Optimus Capital Advisors held 9,500 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $500K as of Q2 2026.
  • Optimus Capital Advisors left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.27% of Optimus Capital Advisors's portfolio in Q2 2026, its #31 holding.
  • Optimus Capital Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • 296 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Optimus Capital Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.