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

Stratos 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	$269K	Sell	5,110 -18	-0.4%	-$943	0.01%	528
2026 Q1	$268K	Sell	5,128 -4,234	-45%	-$223K	0.02%	506
2025 Q4	$491K	Sell	9,362 -893	-9%	-$46.9K	0.02%	438
2025 Q3	$536K	Buy	10,255 +86	+0.8%	+$4.43K	0.03%	451
2025 Q2	$522K	Sell	10,169 -1,323	-12%	-$67.5K	0.03%	442
2025 Q1	$592K	Buy	11,492 +55	+0.5%	+$2.85K	0.03%	404
2024 Q4	$592K	Buy	11,437 +97	+0.9%	+$5.07K	0.03%	427
2024 Q3	$601K	Buy	11,340 +267	+2%	+$14K	0.03%	455
2024 Q2	$577K	Buy	11,073 +290	+3%	+$15.1K	0.03%	435
2024 Q1	$566K	Buy	10,783 +13	+0.1%	+$683	0.03%	432
2023 Q4	$569K	Buy	+10,770	New	+$548K	0.03%	440

Other funds holding MUNI

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

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

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

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Stratos Wealth Advisors reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.35% in Q2 2026, selling an estimated $943 and leaving 5,110 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #528.

Stratos Wealth Advisors first reported a position in MUNI in Q4 2023 and has held it in 11 quarters since. The position peaked at $601K in Q3 2024. 449 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Stratos Wealth Advisors held 5,110 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $269K as of Q2 2026.
Stratos Wealth Advisors sold 18 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $943.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Stratos Wealth Advisors's portfolio in Q2 2026, its #528 holding.
Stratos Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
Stratos Wealth Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $601K in Q3 2024.
449 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.