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PIMCO Municipal Income Opportunities Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
26
Orion Portfolio Solutions
Nebraska
$1.93M -$806K -17,683 -29%
PFG
27
PAX Financial Group
Texas
$1.93M +$81.5K +1,788 +4%
HW
28
Hedeker Wealth
Illinois
$1.61M +$18K +396 +1%
QWM
29
Quadcap Wealth Management
Texas
$1.56M +$551K +12,090 +54%
AFO
30
Arrowroot Family Office
California
$1.48M -$7.25K -159 -0.5%
Stifel Financial
31
Stifel Financial
Missouri
$1.42M -$3.19K -70 -0.2%
LWP
32
Laurel Wealth Planning
Minnesota
$1.33M +$466K +10,224 +53%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.16M +$79.3K +1,740 +7%
EH
34
Equitable Holdings
New York
$1.09M -$110K -2,424 -9%
SWM
35
SFG Wealth Management
Maryland
$1.03M -$9.02K -198 -0.9%
Raymond James Financial
36
Raymond James Financial
Florida
$963K +$973K +21,363 New
CW
37
CreativeOne Wealth
Kansas
$936K +$66.4K +1,457 +8%
DWP
38
Destiny Wealth Partners
Florida
$922K +$11.3K +249 +1%
LWMNY
39
Landmark Wealth Management (New York)
New York
$849K -$25.3K -555 -3%
TFM
40
Trademark Financial Management
Minnesota
$788K +$164K +3,589 +26%
GWSG
41
GPS Wealth Strategies Group
Colorado
$779K -$547K -11,994 -41%
SIAS
42
Summit Investment Advisory Services
Minnesota
$771K +$46 +1 +0%
AWM
43
Able Wealth Management
New Jersey
$755K +$341K +7,478 +81%
PPWP
44
Premier Path Wealth Partners
New Jersey
$693K -$4.83K -106 -0.7%
WA
45
Waverly Advisors
Alabama
$618K +$108K +2,370 +21%
WP
46
WealthShield Partners
North Carolina
$616K +$22.8K +501 +4%
BI
47
Beckerman Institutional
New Jersey
$589K +$120K +2,636 +25%
KAS
48
Kestra Advisory Services
Texas
$544K +$259K +5,684 +89%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$543K -$683K -14,997 -55%
WIA
50
Wetzel Investment Advisors
Indiana
$542K