We are live on ! Find out more
MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$54.9M +$5.69M +110,924 +11%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$54.6M +$2.05M +40,070 +4%
Morgan Stanley
3
Morgan Stanley
New York
$48.8M +$7.91M +154,265 +19%
Bank of America
4
Bank of America
North Carolina
$45.4M -$451K -8,804 -1%
WWA
5
WCG Wealth Advisors
Nevada
$33.2M +$1.01M +19,619 +3%
Wells Fargo
6
Wells Fargo
California
$33M +$2.47M +48,204 +8%
Osaic Holdings
7
Osaic Holdings
Arizona
$26.5M +$12.7M +248,453 +88%
UBS Group
8
UBS Group
Switzerland
$21.6M -$519K -10,118 -2%
JP Morgan Chase
9
JP Morgan Chase
New York
$18.8M +$11.2M +218,046 +139%
HighTower Advisors
10
HighTower Advisors
Illinois
$18.3M +$160K +3,124 +0.9%
MW
11
MBL Wealth
North Carolina
$17.6M +$2.46M +48,090 +16%
APP
12
Avantax Planning Partners
Iowa
$17M +$409K +7,982 +2%
BWM
13
Biltmore Wealth Management
Arizona
$14.5M +$1.01M +19,752 +7%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$13.4M +$878K +17,122 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$13M +$1.64M +32,026 +14%
CAN
16
Cetera Advisor Networks
California
$10.8M +$4.22M +82,324 +61%
MCWS
17
McKinley Carter Wealth Services
West Virginia
$10.6M -$584K -11,387 -5%
BCI
18
Brinker Capital Investments
Pennsylvania
$10.4M -$9.08M -177,088 -46%
OPS
19
Orion Portfolio Solutions
Nebraska
$10.4M -$9.08M -177,088 -46%
FA
20
Fermata Advisors
California
$8.67M +$8.87M +173,131 New
Stifel Financial
21
Stifel Financial
Missouri
$8.39M -$971K -18,937 -10%
WAAG
22
Wealth Alliance Advisory Group
Kansas
$7.54M +$1.28K +25 +0%
XF
23
XML Financial
Maryland
$7.04M +$6.93M +135,118 +2,503%
CAL
24
Capital Analysts LLC
Pennsylvania
$6.58M +$4.12M +80,372 +158%
RJA
25
Raymond James & Associates
Florida
$5.79M -$107K -2,082 -2%