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Advyzon Investment Management’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Advyzon Investment 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 		$995K Sell
21,745
-5,051
-19% -$229K 0.07% 260
2026
Q1 		$1.21M Buy
26,796
+21,395
+396% +$975K 0.11% 186
2025
Q4 		$245K Buy
+5,401
New +$246K 0.03% 495

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Advyzon Investment Management's MINO Position: Q2 2026 in Review

Advyzon Investment Management reduced its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 19% in Q2 2026, selling an estimated $229K and leaving 21,745 shares worth $995K. The position accounts for 0.07% of the portfolio, ranked #260.

Advyzon Investment Management first reported a position in MINO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.21M in Q1 2026. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Advyzon Investment Management held 21,745 shares of PIMCO Municipal Income Opportunities Active ETF worth $995K as of Q2 2026.
  • Advyzon Investment Management sold 5,051 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $229K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.07% of Advyzon Investment Management's portfolio in Q2 2026, its #260 holding.
  • Advyzon Investment Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Advyzon Investment Management's PIMCO Municipal Income Opportunities Active ETF position peaked at $1.21M in Q1 2026.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.