Arrowroot Family Office’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Arrowroot Family Office’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	$2.31M	Buy	51,123 +3,809	+8%	+$174K	0.76%	34
2025 Q4	$2.14M	Buy	47,314 +5,406	+13%	+$246K	0.78%	32
2025 Q3	$1.9M	Buy	41,908 +8,865	+27%	+$393K	0.76%	31
2025 Q2	$1.46M	Buy	+33,043	New	+$1.46M	0.66%	39
2024 Q4	$1.48M	Sell	32,863 -159	-0.5%	-$7.25K	0.77%	33
2024 Q3	$1.52M	Sell	33,022 -32	-0.1%	-$1.46K	0.89%	28
2024 Q2	$1.5M	Buy	33,054 +532	+2%	+$24.1K	0.96%	26
2024 Q1	$1.48M	Buy	32,522 +1,982	+6%	+$90.2K	0.95%	28
2023 Q4	$1.39M	Buy	30,540 +147	+0.5%	+$6.41K	0.98%	30
2023 Q3	$1.3M	Buy	30,393 +12,758	+72%	+$562K	1.03%	29
2023 Q2	$786K	Sell	17,635 -106	-0.6%	-$4.71K	0.59%	49
2023 Q1	$788K	Buy	+17,741	New	+$787K	0.67%	44

Other funds holding MINO

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Arrowroot Family Office's MINO Position: Q1 2026 in Review

Arrowroot Family Office increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 8.1% in Q1 2026, buying an estimated $174K and bringing the position to 51,123 shares worth $2.31M. The position accounts for 0.76% of the portfolio, ranked #34.

Arrowroot Family Office first reported a position in MINO in Q1 2023 and has held it in 12 quarters since. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

Arrowroot Family Office held 51,123 shares of PIMCO Municipal Income Opportunities Active ETF worth $2.31M as of Q1 2026.
Arrowroot Family Office bought 3,809 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2026, an estimated $174K.
PIMCO Municipal Income Opportunities Active ETF made up 0.76% of Arrowroot Family Office's portfolio in Q1 2026, its #34 holding.
Arrowroot Family Office first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2023 and has held it in 12 quarters since.
143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.