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PIMCO Municipal Income Opportunities Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
151
AssetMark Inc
California
$103K -$1.91K -42 -2%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$102K +$101K +2,222 New
IA
153
IFP Advisors
Florida
$93.2K
JP Morgan Chase
154
JP Morgan Chase
New York
$71.4K -$1.26M -27,732 -95%
CIAS
155
Capital Investment Advisory Services
North Carolina
$70.3K
IA
156
IFG Advisory
Georgia
$68.5K +$67.9K +1,496 New
LC
157
Lavaca Capital
Texas
$57.9K +$8.45K +186 +17%
CIA
158
Cape Investment Advisory
Georgia
$52.3K +$51.9K +1,143 New
SW
159
StrongBox Wealth
Missouri
$47.5K +$47.1K +1,038 New
SC
160
SouthState Corp
Florida
$45.6K -$1.54K -34 -3%
Wells Fargo
161
Wells Fargo
California
$42K -$169K -3,717 -80%
Allianz Asset Management
162
Allianz Asset Management
Germany
$31K +$727 +16 +2%
1L
163
10Elms LLP
Oklahoma
$25K
OCWP
164
Owl Creek Wealth Partners
Colorado
$4.68K +$45 +1 +1%
APFP
165
Action Point Financial Planning
Michigan
$4.12K +$4.09K +90 New
AWM
166
AE Wealth Management
Kansas
$3.75K
IAA
167
Independent Advisor Alliance
North Carolina
-$3.48M -77,148 Closed
FTUS
168
Flow Traders U.S.
New York
-$2.19M -48,537 Closed
GSEP
169
Golden State Equity Partners
California
-$1.96M -43,499 Closed
WP
170
WealthShield Partners
North Carolina
-$1.26M -27,809 Closed
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
-$330K -7,307 Closed
LWMI
172
Legacy Wealth Management (Idaho)
Idaho
-$20.4K -451 Closed
UBS Group
173
UBS Group
Switzerland
-$14.6K -324 Closed