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PIMCO Municipal Income Opportunities Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CC
26
Chicago Capital
Illinois
$1.49M -$703K -15,540 -32%
EH
27
Equitable Holdings
New York
$1.2M +$25.1K +555 +2%
SWM
28
SFG Wealth Management
Maryland
$1.05M -$317 -7 -0%
DWP
29
Destiny Wealth Partners
Florida
$915K +$911K +20,145 New
LWMNY
30
Landmark Wealth Management (New York)
New York
$913K +$226 +5 +0%
LWP
31
Laurel Wealth Planning
Minnesota
$857K +$475K +10,497 +125%
LIG
32
Lokken Investment Group
Delaware
$813K +$173K +3,823 +27%
PPWP
33
Premier Path Wealth Partners
New Jersey
$690K +$111K +2,446 +19%
WP
34
WealthShield Partners
North Carolina
$619K +$53K +1,172 +9%
KF
35
Krilogy Financial
Missouri
$593K +$590K +13,050 New
TFM
36
Trademark Financial Management
Minnesota
$569K +$132K +2,915 +30%
CWG
37
Crown Wealth Group
North Carolina
$565K -$126K -2,786 -18%
WIA
38
Wetzel Investment Advisors
Indiana
$548K
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$503K -$4.97K -110 -1%
CPA
40
Clear Point Advisors
New York
$498K +$366K +8,098 +283%
WA
41
Waverly Advisors
Alabama
$487K +$40.8K +902 +9%
QWM
42
Quadcap Wealth Management
Texas
$328K +$327K +7,223 New
HW
43
Hedeker Wealth
Illinois
$318K -$677K -14,960 -68%
PCMC
44
Private Capital Management (Colorado)
Colorado
$307K +$48.1K +1,064 +19%
HNWAG
45
High Net Worth Advisory Group
Florida
$274K
KAS
46
Kestra Advisory Services
Texas
$253K +$28.1K +621 +13%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$241K +$3.84K +85 +2%
FF
48
Financial Futures
New Jersey
$214K +$9K +199 +4%
BWA
49
Bordeaux Wealth Advisors
California
$203K
CFD
50
Creative Financial Designs
Indiana
$63.9K +$63.6K +1,406 New