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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Able Wealth Management's MINO Position: Q2 2026 in Review

Able Wealth Management increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 21% in Q2 2026, buying an estimated $765K and bringing the position to 98,000 shares worth $4.48M. The position accounts for 1.03% of the portfolio, ranked #29.

Able Wealth Management first reported a position in MINO in Q3 2024 and has held it in 8 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

Able Wealth Management held 98,000 shares of PIMCO Municipal Income Opportunities Active ETF worth $4.48M as of Q2 2026.
Able Wealth Management bought 16,853 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $765K.
PIMCO Municipal Income Opportunities Active ETF made up 1.03% of Able Wealth Management's portfolio in Q2 2026, its #29 holding.
Able Wealth Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2024 and has held it in 8 quarters since.
165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.