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PIMCO Municipal Income Opportunities Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$26.4M +$8.84M +199,616 +52%
GVAG
2
Great Valley Advisor Group
Delaware
$25.2M +$6.31M +142,529 +34%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$23.4M +$1.53M +34,644 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.7M +$4.87M +109,904 +57%
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$12.7M -$154K -3,488 -1%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$10.7M +$8.51M +192,140 +438%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.41M +$279K +6,292 +3%
NA
8
NewEdge Advisors
Louisiana
$7.88M +$7.49K +169 +0.1%
Truist Financial
9
Truist Financial
North Carolina
$7.8M -$1.53M -34,516 -17%
CSP
10
Cary Street Partners
Virginia
$7.36M +$125K +2,823 +2%
GM
11
GeoWealth Management
Illinois
$6.72M +$229K +5,172 +4%
AC
12
Asio Capital
Kentucky
$6.34M +$297K +6,710 +5%
CWM
13
CarsonAllaria Wealth Management
Illinois
$6.32M -$283K -6,391 -4%
PAG
14
Private Advisor Group
New Jersey
$5.8M +$567K +12,808 +11%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.11M -$30.6K -690 -0.6%
Raymond James Financial
16
Raymond James Financial
Florida
$4.45M +$2.21M +49,895 +103%
CAM
17
Clarity Asset Management
Iowa
$4.22M +$196K +4,432 +5%
SMA
18
Seven Mile Advisory
New Jersey
$3.63M +$3.55M +80,218 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.15M -$704K -15,885 -19%
PWM
20
Paulson Wealth Management
Illinois
$3.12M +$101K +2,275 +3%
VWA
21
Visionary Wealth Advisors
Illinois
$3M +$416K +9,395 +17%
BAG
22
Bridgewealth Advisory Group
California
$2.26M +$55.9K +1,263 +3%
WWM
23
Waterway Wealth Management
Texas
$2.19M -$14.4M -325,979 -87%
EFS
24
Econ Financial Services
Pennsylvania
$2.12M -$2.52K -57 -0.1%
LWP
25
Laurel Wealth Planning
Minnesota
$2.07M +$316K +7,127 +18%