Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund comprennent Great Valley Advisor Group, Inc., Cary Street Partners Financial Llc, Asio Capital, LLC, Mason & Associates, LLC, ABLE Financial Group, LLC, Financial Advocates Investment Management, Global Retirement Partners, LLC, Wiley Bros.-aintree Capital, Llc, Mayfair Advisory Group, LLC, Elequin Capital Lp, Cove Street Capital, LLC, AssuredPartners Investment Advisors, LLC, Kelman-Lazarov, Inc., Advisory Services Network, LLC, DAVENPORT & Co LLC, Capital Analysts, Inc., CoreCap Advisors, LLC, Briaud Financial Planning, Inc, et Capital Investment Advisory Services, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 439 | 5,53 | 19 | 5,56 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 143 132 | 6 331 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 546 | 0 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 206 709 | 25,88 | 9 143 | 24,47 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7 400 | 12 658,62 | 327 | 16 250,00 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 34 243 | 68,37 | 1 515 | 66,56 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 4 857 | 215 | ||||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 9 180 | 406 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 13 550 | 595 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 954 | 160,99 | 175 | 159,70 | ||||
| 2025-08-14 | 13F | Cove Street Capital, LLC | 11 427 | 505 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 192 720 | 7,86 | 8 524 | 6,67 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 20 350 | 39,29 | 900 | 37,83 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 284 748 | 42,41 | 12 593 | 40,80 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 43 863 | 91,95 | 1 935 | 89,24 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 17 150 | 759 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 6 245 | 276 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10 100 | 5,42 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 414 729 | 18 344 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 30 600 | 153,69 | 1 | |||||
| 2025-07-17 | 13F | Asio Capital, LLC | 133 265 | 5 894 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14 590 | 645 | ||||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 48 520 | 140,78 | 2 146 | 138,18 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 11 543 | 6,92 | 511 | 5,81 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 22 437 | 12,65 | 1 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 17 606 | 779 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 700 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22 892 | 1 013 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37 017 | 0,43 | 1 637 | -0,67 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7 262 | 318 | ||||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 44 254 | 1 957 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 873 | 39 | ||||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 374 393 | 34,06 | 16 560 | 32,56 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 145 888 | 32,25 | 6 453 | 30,77 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 207 | 30,35 | 53 | 29,27 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5 105 | 0,59 | 226 | -0,88 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 31 153 | 26,50 | 1 378 | 25,07 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 113 448 | 31,92 | 5 | 66,67 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 381 976 | 5,27 | 16 895 | 4,09 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 48 215 | 9,30 | 2 133 | 8,06 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 38 589 | 0,30 | 1 707 | -0,81 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 180 325 | 14,23 | 7 978 | 12,97 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 481 185 | 12,96 | 21 | 10,53 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 285 | 13 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 173 656 | 28,14 | 7 681 | 26,71 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 23 393 | 142,49 | 1 035 | 139,91 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 265 | -1,12 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 46 527 | 5,08 | 2 058 | 3,89 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 159 580 | 7 058 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 56 866 | 0,60 | 2 515 | -0,51 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 12 483 | 552 | ||||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 46 230 | 2 045 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12 750 | 564 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 39 775 | 15,31 | 1 759 | 14,07 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 7 630 | 337 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8 262 | 826 100,00 | 365 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 32 881 | 37,85 | 1 454 | 36,40 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 33 043 | 0,55 | 1 462 | -1,28 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 1 966 | 0,98 | 86 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14 871 | 112,56 | 658 | 110,58 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 7 260 | 6,98 | 321 | 5,94 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 11 399 | 27,43 | 504 | 26,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 327 | 0,91 | 103 | -0,97 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 19 487 | 101,02 | 862 | 98,85 |
