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PIMCO Municipal Income Opportunities Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
126
Daymark Wealth Partners
Ohio
$220K +$222K +4,861 New
HG
127
Harbor Group
New Hampshire
$216K +$218K +4,792 New
GIA
128
Gladstone Institutional Advisory
Florida
$212K -$4.79K -105 -2%
Wells Fargo
129
Wells Fargo
California
$209K +$206K +4,524 +4,076%
CFD
130
Creative Financial Designs
Indiana
$196K +$31.3K +686 +19%
CA
131
CoreCap Advisors
Michigan
$182K +$47.5K +1,042 +35%
EWM
132
Evolution Wealth Management
Florida
$172K +$27.4K +601 +19%
LWM
133
Lodestone Wealth Management
Washington
$107K +$108K +2,374 New
AssetMark Inc
134
AssetMark Inc
California
$104K -$410 -9 -0.4%
IA
135
IFP Advisors
Florida
$92K -$5.01K -110 -5%
CIAS
136
Capital Investment Advisory Services
North Carolina
$69.4K
LC
137
Lavaca Capital
Texas
$48.7K +$456 +10 +0.9%
SC
138
SouthState Corp
Florida
$46.5K -$5.01K -110 -10%
Allianz Asset Management
139
Allianz Asset Management
Germany
$29.9K +$319 +7 +1%
1L
140
10Elms LLP
Oklahoma
$24.7K +$24.9K +547 New
LWMI
141
Legacy Wealth Management (Idaho)
Idaho
$20.4K +$4.47K +98 +28%
UBS Group
142
UBS Group
Switzerland
$14.6K +$14.8K +324 New
OCWP
143
Owl Creek Wealth Partners
Colorado
$4.58K +$4.6K +101 New
AWM
144
AE Wealth Management
Kansas
$3.7K
SMA
145
Seven Mile Advisory
New Jersey
-$3.64M -80,218 Closed
EC
146
Elequin Capital
New York
-$1.2M -26,579 Closed
Goldman Sachs
147
Goldman Sachs
New York
-$692K -15,263 Closed
TA
148
Tectonic Advisors
Texas
-$453K -10,000 Closed
CPA
149
Clear Point Advisors
New York
-$353K -7,778 Closed
KF
150
Krilogy Financial
Missouri
-$280K -6,150 Closed