AWM
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Able Wealth Management’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Able Wealth Management’s Portfolio MINO Stock Details MINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.67M Buy
81,147
+38,065
+88% +$1.74M 0.98% 34
2025
Q4 		$1.95M Buy
43,082
+7,900
+22% +$359K 0.62% 37
2025
Q3 		$1.59M Buy
35,182
+4,029
+13% +$178K 0.6% 38
2025
Q2 		$1.38M Buy
31,153
+6,526
+26% +$288K 0.69% 35
2025
Q1 		$1.1M Buy
24,627
+7,867
+47% +$355K 0.65% 39
2024
Q4 		$755K Buy
16,760
+7,478
+81% +$341K 0.5% 48
2024
Q3 		$428K Buy
+9,282
New +$424K 0.32% 55

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Able Wealth Management's MINO Position: Q1 2026 in Review

Able Wealth Management increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 88% in Q1 2026, buying an estimated $1.74M and bringing the position to 81,147 shares worth $3.67M. The position accounts for 0.98% of the portfolio, ranked #34.

Able Wealth Management first reported a position in MINO in Q3 2024 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

  • Able Wealth Management held 81,147 shares of PIMCO Municipal Income Opportunities Active ETF worth $3.67M as of Q1 2026.
  • Able Wealth Management bought 38,065 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2026, an estimated $1.74M.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.98% of Able Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Able Wealth Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2024 and has held it in 7 quarters since.
  • 143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.