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 Q3	$4.27M	Buy	100,113 +2,113	+2%	+$94.1K	0.94%	30
2026 Q2	$4.48M	Buy	98,000 +16,853	+21%	+$765K	1.03%	29
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

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mayfair Advisory Group Birmingham, Alabama $345M AUM 16.1% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Able Wealth Management's MINO Position: Q3 2026 in Review

Able Wealth Management increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 2.2% in Q3 2026, buying an estimated $94.1K and bringing the position to 100,113 shares worth $4.27M. The position accounts for 0.94% of the portfolio, ranked #30.

Able Wealth Management first reported a position in MINO in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.48M in Q2 2026. 49 funds tracked by Wall St. Rank hold MINO as of Q3 2026.

Able Wealth Management held 100,113 shares of PIMCO Municipal Income Opportunities Active ETF worth $4.27M as of Q3 2026.
Able Wealth Management bought 2,113 PIMCO Municipal Income Opportunities Active ETF shares in Q3 2026, an estimated $94.1K.
PIMCO Municipal Income Opportunities Active ETF made up 0.94% of Able Wealth Management's portfolio in Q3 2026, its #30 holding.
Able Wealth Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2024 and has held it in 9 quarters since.
Able Wealth Management's PIMCO Municipal Income Opportunities Active ETF position peaked at $4.48M in Q2 2026.
49 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.