We are live on ! Find out more
MINO icon

PIMCO Municipal Income Opportunities Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
76
Wetzel Investment Advisors
Indiana
$544K
PFA
77
Pure Financial Advisors
California
$542K
GSEP
78
Golden State Equity Partners
California
$531K +$533K +11,716 New
TA
79
TrueWealth Advisors
Alabama
$518K +$520K +11,430 New
FFA
80
Farther Finance Advisors
California
$495K +$1.41K +31 +0.3%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$457K +$5.87K +129 +1%
TA
82
Tectonic Advisors
Texas
$453K
SPIA
83
Steward Partners Investment Advisory
New York
$446K +$196K +4,300 +77%
Morgan Stanley
84
Morgan Stanley
New York
$432K +$434K +9,534 +953,400%
ARC
85
Advisor Resource Council
Texas
$429K +$428K +9,415 New
AWM
86
Avaii Wealth Management
Wisconsin
$398K +$70.4K +1,547 +21%
SA
87
Sanctuary Advisors
Indiana
$390K +$133K +2,933 +52%
MA
88
Mutual Advisors
Nebraska
$386K +$180K +3,955 +87%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$385K +$387K +8,505 New
PPWP
90
Premier Path Wealth Partners
New Jersey
$380K -$55.3K -1,215 -13%
Mariner
91
Mariner
Kansas
$373K +$374K +8,226 New
DIM
92
Delta Investment Management
California
$371K +$373K +8,194 New
CPA
93
Clear Point Advisors
New York
$353K +$354K +7,778 New
CWM
94
Cornerstone Wealth Management
Missouri
$344K +$98.1K +2,156 +40%
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$333K
ASN
96
Advisory Services Network
Georgia
$326K -$5.05K -111 -2%
Betterment LLC
97
Betterment LLC
New York
$320K +$93.4K +2,053 +41%
PWM
98
Perigon Wealth Management
California
$318K +$319K +7,006 New
DC
99
Davenport & Co
Virginia
$315K +$35.9K +788 +13%
CAL
100
Capital Analysts LLC
Pennsylvania
$310K +$226K +4,966 +264%