SeaCrest Wealth Management
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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
Q3 		$824K Sell
16,584
-7,091
-30% -$365K 0.09% 181
2026
Q2 		$1.25M Buy
23,675
+95
+0.4% +$4.98K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

SeaCrest Wealth Management's MUNI Position: Q3 2026 in Review

SeaCrest Wealth Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 30% in Q3 2026, selling an estimated $365K and leaving 16,584 shares worth $824K. The position accounts for 0.09% of the portfolio, ranked #181.

SeaCrest Wealth Management first reported a position in MUNI in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.26M in Q3 2025. 306 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • SeaCrest Wealth Management held 16,584 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $824K as of Q3 2026.
  • SeaCrest Wealth Management sold 7,091 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $365K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.09% of SeaCrest Wealth Management's portfolio in Q3 2026, its #181 holding.
  • SeaCrest Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 13 quarters since.
  • SeaCrest Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.26M in Q3 2025.
  • 306 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.