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

Sowell 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
2021 Q2	–	Sell	-3,323	Closed	-$188K	–	1915
2021 Q1	$188K	Buy	3,323 +2,844	+594%	+$161K	0.01%	1085
2020 Q4	$27K	Sell	479 -182	-28%	-$10.3K	﹤0.01%	1619
2020 Q3	$37K	Buy	661 +64	+11%	+$3.6K	﹤0.01%	1316
2020 Q2	$33K	Sell	597 -66	-10%	-$3.62K	﹤0.01%	1303
2020 Q1	$36K	Buy	663 +36	+6%	+$1.99K	﹤0.01%	1162
2019 Q4	$35K	Sell	627 -138	-18%	-$7.61K	﹤0.01%	1269
2019 Q3	$42K	Buy	+765	New	+$42.3K	﹤0.01%	1049

Other funds holding MUNI

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sowell Financial Services's MUNI Position: Q2 2021 in Review

Sowell Financial Services sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2021, closing a stake of 3,323 shares — an estimated $188K sold.

Sowell Financial Services first reported a position in MUNI in Q3 2019 and held it in 7 quarters. The position peaked at $188K in Q1 2021. 142 funds tracked by Wall St. Rank hold MUNI as of Q2 2021.

Sowell Financial Services reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 3,323 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2021, an estimated $188K.
Sowell Financial Services first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $188K in Q1 2021.
142 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.