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PIMCO Municipal Income Opportunities Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFWA
51
LiftPoint Family Wealth Advisors
New Jersey
$1.22M +$1.22M +26,853 New
EC
52
Elequin Capital
New York
$1.2M +$770K +16,922 +175%
PMG
53
ProVise Management Group
Florida
$1.2M +$671K +14,746 +126%
WP
54
WealthShield Partners
North Carolina
$1.08M +$518K +11,386 +92%
TFM
55
Trademark Financial Management
Minnesota
$1.06M +$451K +9,901 +73%
PCM
56
Park Capital Management
Wisconsin
$1.05M +$369K +8,106 +54%
SIAS
57
Summit Investment Advisory Services
Minnesota
$1.04M +$2.64K +58 +0.3%
WA
58
Waverly Advisors
Alabama
$1M +$311K +6,828 +45%
OP
59
ORG Partners
Indiana
$991K
PAG
60
Private Advisor Group
New Jersey
$980K -$4.84M -106,346 -83%
P
61
&Partners
Tennessee
$958K +$200K +4,395 +26%
RA
62
RFG Advisory
Alabama
$946K +$949K +20,865 New
LWMNY
63
Landmark Wealth Management (New York)
New York
$930K +$12.6K +276 +1%
SCM
64
SB Capital Management
California
$916K +$920K +20,220 New
HNWAG
65
High Net Worth Advisory Group
Florida
$906K +$636K +13,978 +232%
GRP
66
Global Retirement Partners
California
$784K +$5.69K +125 +0.7%
BWM
67
BAM Wealth Management
Colorado
$760K +$115K +2,520 +18%
KLI
68
Kelman-Lazarov Inc
Tennessee
$757K -$39.6K -870 -5%
BCI
69
Brinker Capital Investments
Pennsylvania
$746K -$278K -6,108 -27%
BI
70
Beckerman Institutional
New Jersey
$715K -$54.6K -1,200 -7%
Goldman Sachs
71
Goldman Sachs
New York
$692K +$694K +15,263 New
DC
72
Dahring Cusmano
Michigan
$689K +$65.7K +1,443 +10%
SWP
73
Stratos Wealth Partners
Ohio
$614K
BWMG
74
Barnes Wealth Management Group
California
$586K +$10.2K +224 +2%
MAG
75
Mayfair Advisory Group
Alabama
$576K +$289K +6,350 +100%