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

SeaCrest Wealth Management’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 		$1.25M Buy
23,675
+95
+0.4% +$4.97K 0.14% 138
2026
Q1 		$1.23M Sell
23,580
-387
-2% -$20.4K 0.13% 151
2025
Q4 		$1.26M Sell
23,967
-202
-0.8% -$10.6K 0.13% 153
2025
Q3 		$1.26M Buy
24,169
+5,705
+31% +$294K 0.13% 144
2025
Q2 		$948K Buy
18,464
+3,840
+26% +$196K 0.1% 183
2025
Q1 		$754K Buy
14,624
+571
+4% +$29.6K 0.09% 232
2024
Q4 		$727K Buy
14,053
+4,271
+44% +$223K 0.08% 245
2024
Q3 		$518K Buy
9,782
+362
+4% +$19K 0.06% 329
2024
Q2 		$490K Buy
9,420
+4,065
+76% +$211K 0.06% 320
2024
Q1 		$281K Buy
5,355
+327
+7% +$17.2K 0.03% 462
2023
Q4 		$265K Buy
+5,028
New +$256K 0.03% 491
2022
Q3 		– Sell
-615
Closed -$32K – 1162
2022
Q2 		$32K Buy
+615
New +$31.8K ﹤0.01% 1305

Other funds holding MUNI

SFGP
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MW
MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
AFA
Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return