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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stratos Wealth Advisors's MUNI Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 45% in Q1 2026, selling an estimated $223K and leaving 5,128 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #506.

Stratos Wealth Advisors first reported a position in MUNI in Q4 2023 and has held it in 10 quarters since. The position peaked at $601K in Q3 2024. 435 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Stratos Wealth Advisors held 5,128 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $268K as of Q1 2026.
Stratos Wealth Advisors sold 4,234 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $223K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #506 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 10 quarters since.
Stratos Wealth Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $601K in Q3 2024.
435 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.