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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
$18.7M +$3.26M +71,420 +21%
LPL Financial
2
LPL Financial
California
$13.1M +$2.02M +44,134 +18%
PAG
3
Private Advisor Group
New Jersey
$8.84M +$2.7M +59,023 +45%
WWM
4
Waterway Wealth Management
Texas
$7.72M +$7.65M +167,315 New
CWM
5
CarsonAllaria Wealth Management
Illinois
$7.17M -$179K -3,911 -2%
CAM
6
Clarity Asset Management
Iowa
$6.73M +$1.87M +40,884 +39%
PWM
7
Paulson Wealth Management
Illinois
$5.74M +$1.78M +38,990 +46%
NA
8
NewEdge Advisors
Louisiana
$5.52M +$1.49M +32,671 +38%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.13M +$131K +2,876 +3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.32M +$842K +18,425 +25%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.31M +$329K +7,195 +8%
BAG
12
Bridgewealth Advisory Group
California
$4.25M -$29.1K -637 -0.7%
BWM
13
BCS Wealth Management
Tennessee
$3.66M +$294K +6,436 +9%
EFS
14
Econ Financial Services
Pennsylvania
$3.33M +$193K +4,220 +6%
WP
15
WealthPLAN Partners
Nebraska
$3.11M -$85.9K -1,879 -3%
BCI
16
Brinker Capital Investments
Pennsylvania
$2.79M +$538K +11,763 +24%
OPS
17
Orion Portfolio Solutions
Nebraska
$2.79M +$538K +11,763 +24%
VWA
18
Visionary Wealth Advisors
Illinois
$2.47M +$76.3K +1,670 +3%
AAS
19
Avantax Advisory Services
Texas
$2.21M +$487K +10,663 +29%
SG
20
StoneX Group
New York
$2.09M +$405K +8,868 +24%
PFG
21
PAX Financial Group
Texas
$1.89M +$298K +6,524 +19%
HW
22
Hedeker Wealth
Illinois
$1.63M +$1.3M +28,384 +406%
AFO
23
Arrowroot Family Office
California
$1.52M -$1.46K -32 -0.1%
Stifel Financial
24
Stifel Financial
Missouri
$1.45M +$1.44M +31,511 New
GWSG
25
GPS Wealth Strategies Group
Colorado
$1.35M -$191K -4,172 -12%