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

Provenance Wealth 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 		$282K Buy
5,366
+2,382
+80% +$125K 0.03% 114
2026
Q1 		$156K Buy
+2,984
New +$157K 0.02% 135

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

Provenance Wealth Advisors's MUNI Position: Q2 2026 in Review

Provenance Wealth Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 80% in Q2 2026, buying an estimated $125K and bringing the position to 5,366 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #114.

Provenance Wealth Advisors first reported a position in MUNI in Q1 2026 and has held it in 2 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Provenance Wealth Advisors held 5,366 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $282K as of Q2 2026.
  • Provenance Wealth Advisors bought 2,382 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $125K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.03% of Provenance Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Provenance Wealth 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.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.