Advisor Resource Council’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Advisor Resource Council’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	$346K	Sell	7,588 -270	-3%	-$12.3K	0.1%	182
2026 Q1	$355K	Sell	7,858 -1,557	-17%	-$71K	0.11%	158
2025 Q4	$429K	Buy	+9,415	New	+$428K	0.15%	144
2025 Q2	–	Sell	-18,099	Closed	-$712K	–	421
2025 Q1	$712K	Buy	+18,099	New	+$818K	0.06%	306
2024 Q4	–	Sell	-20,384	Closed	-$941K	–	190
2024 Q3	$941K	Buy	20,384 +3,391	+20%	+$155K	0.42%	54
2024 Q2	$772	Buy	16,993 +4,580	+37%	+$207K	﹤0.01%	47
2024 Q1	$564K	Sell	12,413 -11,548	-48%	-$525K	0.24%	102
2023 Q4	$1.09M	Buy	23,961 +16,039	+202%	+$700K	0.13%	159
2023 Q3	$340K	Buy	+7,922	New	+$349K	0.18%	102

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

Advisor Resource Council's MINO Position: Q2 2026 in Review

Advisor Resource Council reduced its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 3.4% in Q2 2026, selling an estimated $12.3K and leaving 7,588 shares worth $346K. The position accounts for 0.1% of the portfolio, ranked #182.

Advisor Resource Council first reported a position in MINO in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.09M in Q4 2023. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

Advisor Resource Council held 7,588 shares of PIMCO Municipal Income Opportunities Active ETF worth $346K as of Q2 2026.
Advisor Resource Council sold 270 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $12.3K.
PIMCO Municipal Income Opportunities Active ETF made up 0.1% of Advisor Resource Council's portfolio in Q2 2026, its #182 holding.
Advisor Resource Council first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2023 and has held it in 9 quarters since.
Advisor Resource Council's PIMCO Municipal Income Opportunities Active ETF position peaked at $1.09M in Q4 2023.
165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.