Summit Wealth & Retirement Planning’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Summit Wealth & Retirement Planning’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
2023 Q2	–	Sell	-14,774	Closed	-$772K	–	89
2023 Q1	$772K	Sell	14,774 -7,708	-34%	-$400K	0.29%	39
2022 Q4	$1.16M	Buy	22,482 +15,130	+206%	+$768K	0.47%	31
2022 Q3	$368K	Buy	+7,352	New	+$380K	0.15%	79

Other funds holding MUNI

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

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

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

WWA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Summit Wealth & Retirement Planning's MUNI Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2023, closing a stake of 14,774 shares — an estimated $772K sold.

Summit Wealth & Retirement Planning first reported a position in MUNI in Q3 2022 and held it in 3 quarters. The position peaked at $1.16M in Q4 2022. 215 funds tracked by Wall St. Rank hold MUNI as of Q2 2023.

Summit Wealth & Retirement Planning reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 14,774 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2023, an estimated $772K.
Summit Wealth & Retirement Planning first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2022 and held it in 3 quarters.
Summit Wealth & Retirement Planning's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.16M in Q4 2022.
215 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.