Wealth Enhancement Trust Services’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Wealth Enhancement Trust 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
2026 Q2	$1.98M	Buy	37,678 +1,622	+4%	+$84.9K	0.22%	97
2026 Q1	$1.88M	Buy	36,056 +3,656	+11%	+$193K	0.23%	89
2025 Q4	$1.7M	Buy	+32,400	New	+$1.7M	0.21%	89

Other funds holding MUNI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealth Enhancement Trust Services's MUNI Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 4.5% in Q2 2026, buying an estimated $84.9K and bringing the position to 37,678 shares worth $1.98M. The position accounts for 0.22% of the portfolio, ranked #97.

Wealth Enhancement Trust Services first reported a position in MUNI in Q4 2025 and has held it in 3 quarters since. 368 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Wealth Enhancement Trust Services held 37,678 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.98M as of Q2 2026.
Wealth Enhancement Trust Services bought 1,622 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $84.9K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.22% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #97 holding.
Wealth Enhancement Trust Services first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
368 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.