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PIMCO Preferred and Capital Securities Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WN
26
Williams & Novak
California
$347K +$346K +6,760 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$311K +$89.7K +1,754 +41%
VIA
28
Vickerman Investment Advisors
Washington
$232K +$7.62K +149 +3%
KFA
29
Kelleher Financial Advisors
New York
$204K +$2.45K +48 +1%
BFP
30
Birchwood Financial Partners
Minnesota
$181K +$51 +1 +0%
FFG
31
Forum Finance Group
$176K -$511K -10,000 -70%
Osaic Holdings
32
Osaic Holdings
Arizona
$117K +$4.09K +80 +4%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$92K
LAS
34
Lloyd Advisory Services
Georgia
$84.2K +$83.9K +1,640 New
GRP
35
Global Retirement Partners
California
$34K +$33.8K +662 New
Wells Fargo
36
Wells Fargo
California
$33K
PTC
37
Private Trust Company
Ohio
$26.7K
HI
38
Harbour Investments
Wisconsin
$13.3K
WTC
39
WhitTier Trust Company
Nevada
$12.9K +$7.06K +138 +120%
SPIA
40
Steward Partners Investment Advisory
New York
$11.9K +$6.75K +132 +132%
SWP
41
Strategic Wealth Partners
Ohio
$10.9K
CIA
42
Cape Investment Advisory
Georgia
$10.3K +$10.2K +200 New
EWM
43
Evolution Wealth Management
Florida
$10.2K -$14.5K -283 -59%
AF
44
Allworth Financial
California
$9.96K
JP Morgan Chase
45
JP Morgan Chase
New York
$9.19K +$6.49K +127 +244%
TAP
46
Tounjian Advisory Partners
Florida
$7.52K +$7.52K +147 New
NA
47
Networth Advisors
Pennsylvania
$5.49K +$869 +17 +19%
IA
48
IFG Advisory
Georgia
$3.8K +$3.78K +74 New
ECA
49
Elevated Capital Advisors
Utah
$2.42K -$971 -19 -29%
TCM
50
Triumph Capital Management
Colorado
$1.18K +$971 +19 +475%