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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$48.2M – – –
Bank of America
2
Bank of America
North Carolina
$25.4M +$2.37M +42,137 +10%
Morgan Stanley
3
Morgan Stanley
New York
$20M +$2.2M +39,057 +12%
UBS Group
4
UBS Group
Switzerland
$19.1M +$1.69M +30,074 +10%
Wells Fargo
5
Wells Fargo
California
$15.4M +$1.48M +26,258 +11%
HighTower Advisors
6
HighTower Advisors
Illinois
$11.4M -$22.3K -397 -0.2%
Osaic Holdings
7
Osaic Holdings
Arizona
$9M +$396K +7,040 +5%
BCI
8
Brinker Capital Investments
Pennsylvania
$8.22M +$951K +16,914 +13%
Jane Street
9
Jane Street
New York
$7.22M +$7.23M +128,495 New
LPL Financial
10
LPL Financial
California
$7M +$324K +5,766 +5%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$6.74M +$846K +15,032 +14%
SC
12
Steph & Co
Wisconsin
$6.15M +$1.28M +22,809 +26%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$5.84M +$234K +4,166 +4%
Stifel Financial
14
Stifel Financial
Missouri
$4.58M -$340K -6,038 -7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.37M +$118K +2,097 +3%
BFA
16
Beaumont Financial Advisors
Massachusetts
$3.79M +$196K +3,491 +5%
PAG
17
Private Advisor Group
New Jersey
$3.58M +$87.8K +1,561 +3%
CWM
18
Cornerstone Wealth Management
Missouri
$3.48M +$239K +4,242 +7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.08M +$265K +4,715 +9%
SW
20
SteelPeak Wealth
California
$3M +$553K +9,830 +23%
FM
21
Foster & Motley
Ohio
$2.89M +$18.2K +323 +0.6%
CIA
22
Compass Ion Advisors
Pennsylvania
$2.67M +$2.12M +37,688 +386%
SCA
23
Stokes Capital Advisors
South Carolina
$2.59M +$174K +3,100 +7%
RWA
24
Redhawk Wealth Advisors
Minnesota
$2.47M +$2.48M +44,008 New
SA
25
Sunesis Advisors
Kansas
$2.29M -$60.1K -1,069 -3%
1
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