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

Prime Capital Investment 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 Q1	$211K	Sell	4,036 -140	-3%	-$7.38K	﹤0.01%	962
2025 Q4	$219K	Sell	4,176 -64	-2%	-$3.36K	﹤0.01%	935
2025 Q3	$222K	Sell	4,240 -74	-2%	-$3.81K	﹤0.01%	908
2025 Q2	$222K	Buy	4,314 +72	+2%	+$3.67K	﹤0.01%	867
2025 Q1	$219K	Sell	4,242 -129	-3%	-$6.69K	﹤0.01%	943
2024 Q4	$226K	Sell	4,371 -66	-1%	-$3.45K	﹤0.01%	810
2024 Q3	$235K	Sell	4,437 -28	-0.6%	-$1.47K	﹤0.01%	808
2024 Q2	$232K	Sell	4,465 -130	-3%	-$6.76K	﹤0.01%	806
2024 Q1	$241K	Buy	+4,595	New	+$241K	﹤0.01%	852
2021 Q4	–	Sell	-22,607	Closed	-$1.27M	–	360
2021 Q3	$1.27M	Buy	+22,607	New	+$1.28M	0.08%	162

Other funds holding MUNI

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

WWA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Prime Capital Investment Advisors's MUNI Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 3.4% in Q1 2026, selling an estimated $7.38K and leaving 4,036 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Prime Capital Investment Advisors first reported a position in MUNI in Q3 2021 and has held it in 10 quarters since. The position peaked at $1.27M in Q3 2021. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Prime Capital Investment Advisors held 4,036 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $211K as of Q1 2026.
Prime Capital Investment Advisors sold 140 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $7.38K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #962 holding.
Prime Capital Investment Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2021 and has held it in 10 quarters since.
Prime Capital Investment Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.27M in Q3 2021.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.