PW ADVISORS, LLC \ FL MUNI β€” PIMCO ETF TR

Ownership history in PW ADVISORS, LLC \ FL  Β·  2 quarters on record

AI Ownership Summary

PW ADVISORS, LLC \ FL reported PIMCO ETF TR (MUNI) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 11.21% in 2026 Q1. The latest visible filing shows MUNI at 11.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MUNI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PW ADVISORS, LLC \ FL's position in PIMCO ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MUNI was reported at 11.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.21% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PW ADVISORS, LLC \ FL held MUNI β€” position size vs. price
% of Fund (quarterly)    MUNI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 286,702 +20,735 +7.8% 11.21% $15.0M 2026-04-24 $52.43
2025 Q4 INITIATED β€” β€” β€” 265,967 β€” β€” 11.19% $13.9M 2026-02-17 $52.75

FAQ About PW ADVISORS, LLC \ FL and MUNI

These are the practical questions this page is built to answer before you even open the full history table.

How long has PW ADVISORS, LLC \ FL reported owning MUNI?

PW ADVISORS, LLC \ FL reported MUNI across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported MUNI position in PW ADVISORS, LLC \ FL's portfolio?

The largest reported portfolio weight for MUNI was 11.21% in 2026 Q1.

What is the latest reported MUNI position on this page?

The most recent filing on this page is 2026 Q1, when PW ADVISORS, LLC \ FL reported 286,702 shares, equal to 11.21% of portfolio, with an estimated market value of $15.0M.

What does the chart on this MUNI ownership page compare?

The chart compares PW ADVISORS, LLC \ FL's quarterly MUNI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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