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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
$15.1M +$2.11M +46,719 +16%
LPL Financial
2
LPL Financial
California
$10.9M +$58.7K +1,297 +0.5%
CWM
3
CarsonAllaria Wealth Management
Illinois
$7.24M +$752K +16,618 +12%
PAG
4
Private Advisor Group
New Jersey
$6.02M -$955K -21,114 -14%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.92M +$2.11M +46,699 +76%
CAM
6
Clarity Asset Management
Iowa
$4.77M +$111K +2,457 +2%
BAG
7
Bridgewealth Advisory Group
California
$4.22M -$198K -4,382 -5%
NA
8
NewEdge Advisors
Louisiana
$3.95M +$2.61M +57,776 +198%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.91M +$1.39M +30,789 +56%
PWM
10
Paulson Wealth Management
Illinois
$3.87M +$19K +420 +0.5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.41M +$1.88M +41,593 +124%
BWM
12
BCS Wealth Management
Tennessee
$3.31M +$312K +6,897 +10%
WP
13
WealthPLAN Partners
Nebraska
$3.14M +$43.2K +955 +1%
EFS
14
Econ Financial Services
Pennsylvania
$3.08M +$547K +12,103 +22%
VWA
15
Visionary Wealth Advisors
Illinois
$2.35M +$246K +5,445 +12%
FTUS
16
Flow Traders U.S.
New York
$2.28M +$2.27M +50,271 New
JP Morgan Chase
17
JP Morgan Chase
New York
$2.22M +$487K +10,778 +28%
BCI
18
Brinker Capital Investments
Pennsylvania
$2.21M -$248K -5,474 -10%
OPS
19
Orion Portfolio Solutions
Nebraska
$2.21M -$248K -5,474 -10%
AAS
20
Avantax Advisory Services
Texas
$1.69M +$668K +14,779 +66%
SG
21
StoneX Group
New York
$1.65M -$349K -7,716 -18%
CW
22
CreativeOne Wealth
Kansas
$1.59M +$938K +20,743 +146%
PFG
23
PAX Financial Group
Texas
$1.56M +$287K +6,337 +23%
GWSG
24
GPS Wealth Strategies Group
Colorado
$1.52M +$4.3K +95 +0.3%
AFO
25
Arrowroot Family Office
California
$1.5M +$24.1K +532 +2%