U.S. Capital Wealth Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

U.S. Capital 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	$1.06M	Buy	20,221 +10,500	+108%	+$554K	0.03%	498
2025 Q4	$509K	Buy	+9,721	New	+$510K	0.01%	659

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

U.S. Capital Wealth Advisors's MUNI Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 108% in Q1 2026, buying an estimated $554K and bringing the position to 20,221 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #498.

U.S. Capital Wealth Advisors first reported a position in MUNI in Q4 2025 and has held it in 2 quarters since. 435 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

U.S. Capital Wealth Advisors held 20,221 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.06M as of Q1 2026.
U.S. Capital Wealth Advisors bought 10,500 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $554K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #498 holding.
U.S. Capital Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 2 quarters since.
435 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.