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 Q2	$2.35M	Buy	51,415 +292	+0.6%	+$13.3K	0.67%	36
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 $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

Arrowroot Family Office's MINO Position: Q2 2026 in Review

Arrowroot Family Office increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 0.57% in Q2 2026, buying an estimated $13.3K and bringing the position to 51,415 shares worth $2.35M. The position accounts for 0.67% of the portfolio, ranked #36.

Arrowroot Family Office first reported a position in MINO in Q1 2023 and has held it in 13 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

Arrowroot Family Office held 51,415 shares of PIMCO Municipal Income Opportunities Active ETF worth $2.35M as of Q2 2026.
Arrowroot Family Office bought 292 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $13.3K.
PIMCO Municipal Income Opportunities Active ETF made up 0.67% of Arrowroot Family Office's portfolio in Q2 2026, its #36 holding.
Arrowroot Family Office first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2023 and has held it in 13 quarters since.
165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.