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PIMCO Municipal Income Opportunities Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$13.1M +$4.46M +98,042 +52%
LPL Financial
2
LPL Financial
California
$10.9M +$7.52M +165,326 +223%
PAG
3
Private Advisor Group
New Jersey
$7.01M +$3.65M +80,250 +109%
CWM
4
CarsonAllaria Wealth Management
Illinois
$6.51M +$2.18M +47,844 +50%
CAM
5
Clarity Asset Management
Iowa
$4.68M +$4.66M +102,515 New
BAG
6
Bridgewealth Advisory Group
California
$4.43M -$35K -769 -0.8%
PWM
7
Paulson Wealth Management
Illinois
$3.87M +$80.9K +1,779 +2%
WP
8
WealthPLAN Partners
Nebraska
$3.11M -$8.36M -183,852 -73%
BWM
9
BCS Wealth Management
Tennessee
$3.01M +$575K +12,632 +24%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.81M -$1.65M -36,195 -37%
EFS
11
Econ Financial Services
Pennsylvania
$2.54M +$2.54M +55,766 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.52M -$1.95M -42,764 -44%
BCI
13
Brinker Capital Investments
Pennsylvania
$2.47M -$63.2K -1,390 -3%
OPS
14
Orion Portfolio Solutions
Nebraska
$2.47M -$63.2K -1,390 -3%
CC
15
Chicago Capital
Illinois
$2.2M +$2.19M +48,228 New
VWA
16
Visionary Wealth Advisors
Illinois
$2.11M +$281K +6,174 +15%
SG
17
StoneX Group
New York
$2.01M -$309K -6,803 -13%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.74M +$1.19M +26,255 +221%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.53M +$744K +16,345 +95%
GWSG
20
GPS Wealth Strategies Group
Colorado
$1.52M +$444K +9,770 +41%
AFO
21
Arrowroot Family Office
California
$1.48M +$90.2K +1,982 +6%
Jane Street
22
Jane Street
New York
$1.37M +$1.37M +30,044 New
NA
23
NewEdge Advisors
Louisiana
$1.33M -$126K -2,761 -9%
PFG
24
PAX Financial Group
Texas
$1.28M +$418K +9,198 +49%
EH
25
Equitable Holdings
New York
$1.18M +$28.4K +624 +2%