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PIMCO Municipal Income Opportunities Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
26
Summit Investment Advisory Services
Minnesota
$630K +$119K +2,721 +24%
WIA
27
Wetzel Investment Advisors
Indiana
$545K +$523K +12,000 New
JP Morgan Chase
28
JP Morgan Chase
New York
$540K +$519K +11,894 New
CAN
29
Cetera Advisor Networks
California
$529K +$508K +11,648 New
WP
30
WealthShield Partners
North Carolina
$507K +$117K +2,672 +32%
SFG
31
StrategIQ Financial Group
Indiana
$386K +$85.1K +1,950 +30%
PCMC
32
Private Capital Management (Colorado)
Colorado
$311K +$217K +4,979 +266%
TFM
33
Trademark Financial Management
Minnesota
$287K +$276K +6,322 New
CW
34
CreativeOne Wealth
Kansas
$283K +$272K +6,239 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$233K +$6.76K +155 +3%
IA
36
IFP Advisors
Florida
$61K +$567 +13 +1%
SMA
37
Sage Mountain Advisors
Georgia
$17K +$16.3K +374 New
TIM
38
Tortoise Investment Management
New York
$14.1K -$192K -4,400 -93%
PS
39
Principal Securities
Iowa
$9.67K +$9.29K +213 New
Allianz Asset Management
40
Allianz Asset Management
Germany
$9.04K +$567 +13 +7%
GM
41
GeoWealth Management
Illinois
$2K +$131 +3 +9%
HI
42
Harbour Investments
Wisconsin
$2K +$1.92K +44 New
FTUS
43
Flow Traders U.S.
New York
-$719K -16,749 Closed
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
-$467K -10,869 Closed
Jane Street
45
Jane Street
New York
-$322K -7,493 Closed
TWD
46
True Wealth Design
Ohio
-$48.3K -1,125 Closed