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Prospera Financial Services’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Prospera Financial Services’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 		$476K Buy
9,052
+886
+11% +$46.4K 0.01% 1065
2026
Q1 		$426K Buy
8,166
+38
+0.5% +$2K 0.01% 1060
2025
Q4 		$426K Buy
+8,128
New +$427K 0.01% 988
2022
Q3 		– Sell
-5,001
Closed -$258K – 1323
2022
Q2 		$258K Buy
5,001
+1,264
+34% +$65.4K 0.01% 668
2022
Q1 		$198K Sell
3,737
-1,353
-27% -$74K 0.01% 887
2021
Q4 		$286K Sell
5,090
-1,937
-28% -$109K 0.01% 724
2021
Q3 		$396K Buy
7,027
+14
+0.2% +$796 0.02% 589
2021
Q2 		$398K Buy
7,013
+15
+0.2% +$849 0.02% 588
2021
Q1 		$393K Buy
6,998
+15
+0.2% +$849 0.02% 553
2020
Q4 		$396K Buy
6,983
+3,379
+94% +$190K 0.03% 463
2020
Q3 		$203K Sell
3,604
-3,769
-51% -$212K 0.08% 228
2020
Q2 		$410K Sell
7,373
-1,824
-20% -$100K 0.04% 388
2020
Q1 		$502K Sell
9,197
-2,721
-23% -$150K 0.05% 301
2019
Q4 		$658K Buy
11,918
+230
+2% +$12.7K 0.05% 322
2019
Q3 		$646K Buy
11,688
+5,732
+96% +$317K 0.07% 246
2019
Q2 		$326K Buy
+5,956
New +$324K 0.04% 384
2018
Q3 		– Sell
-4,764
Closed -$251K – 442
2018
Q2 		$251K Sell
4,764
-379
-7% -$20K 0.03% 389
2018
Q1 		$271K Sell
5,143
-279
-5% -$14.8K 0.04% 361
2017
Q4 		$291K Buy
5,422
+818
+18% +$43.9K 0.04% 313
2017
Q3 		$247K Buy
4,604
+97
+2% +$5.22K 0.04% 359
2017
Q2 		$240K Buy
+4,507
New +$241K 0.04% 353

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prospera Financial Services's MUNI Position: Q2 2026 in Review

Prospera Financial Services increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 11% in Q2 2026, buying an estimated $46.4K and bringing the position to 9,052 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #1065.

Prospera Financial Services first reported a position in MUNI in Q2 2017 and has held it in 21 quarters since. The position peaked at $658K in Q4 2019. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Prospera Financial Services held 9,052 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $476K as of Q2 2026.
  • Prospera Financial Services bought 886 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $46.4K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1065 holding.
  • Prospera Financial Services first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2017 and has held it in 21 quarters since.
  • Prospera Financial Services's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $658K in Q4 2019.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.