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PIMCO Municipal Income Opportunities Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
WealthPLAN Partners
Nebraska
$10.6M +$2.76M +62,679 +34%
WIM
2
WealthPlan Investment Management
Nebraska
$8.3M +$3.66M +83,038 +75%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$8.25M +$1.56M +35,408 +23%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.81M +$3.72M +84,345 +166%
CWM
5
CarsonAllaria Wealth Management
Illinois
$4.42M +$137K +3,115 +3%
PWM
6
Paulson Wealth Management
Illinois
$3.23M -$124K -2,820 -4%
LPL Financial
7
LPL Financial
California
$2.63M +$78.5K +1,782 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.16M +$2M +45,398 +940%
BCI
9
Brinker Capital Investments
Pennsylvania
$2.04M -$1.69M -38,450 -45%
OPS
10
Orion Portfolio Solutions
Nebraska
$2.04M -$1.69M -38,450 -45%
SG
11
StoneX Group
New York
$1.96M -$289K -6,550 -13%
BWM
12
BCS Wealth Management
Tennessee
$1.93M +$272K +6,170 +16%
VWA
13
Visionary Wealth Advisors
Illinois
$1.42M +$344K +7,811 +31%
PAG
14
Private Advisor Group
New Jersey
$1.32M +$1.36M +30,822 New
AFO
15
Arrowroot Family Office
California
$1.3M +$562K +12,758 +72%
GWSG
16
GPS Wealth Strategies Group
Colorado
$1.2M +$279K +6,341 +29%
NA
17
NewEdge Advisors
Louisiana
$781K +$802K +18,206 New
AAS
18
Avantax Advisory Services
Texas
$749K +$155K +3,523 +25%
FTUS
19
Flow Traders U.S.
New York
$719K +$738K +16,749 New
LWMNY
20
Landmark Wealth Management (New York)
New York
$709K +$14.3K +324 +2%
SWM
21
SFG Wealth Management
Maryland
$603K -$132 -3 -0%
SIAS
22
Summit Investment Advisory Services
Minnesota
$478K +$61.8K +1,404 +14%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$467K +$26K +591 +6%
WP
24
WealthShield Partners
North Carolina
$363K +$229K +5,209 +161%
ARC
25
Advisor Resource Council
Texas
$340K +$349K +7,922 New