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AssuredPartners Investment Advisors’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

AssuredPartners Investment Advisors’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 		$3.43M Buy
74,953
+1,688
+2% +$76.7K 0.33% 78
2026
Q1 		$3.31M Buy
73,265
+4,938
+7% +$225K 0.36% 69
2025
Q4 		$3.1M Buy
68,327
+58,887
+624% +$2.68M 0.46% 55
2025
Q3 		$428K Buy
9,440
+260
+3% +$11.5K 0.1% 155
2025
Q2 		$406K Buy
+9,180
New +$405K 0.1% 153

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

AssuredPartners Investment Advisors's MINO Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 2.3% in Q2 2026, buying an estimated $76.7K and bringing the position to 74,953 shares worth $3.43M. The position accounts for 0.33% of the portfolio, ranked #78.

AssuredPartners Investment Advisors first reported a position in MINO in Q2 2025 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • AssuredPartners Investment Advisors held 74,953 shares of PIMCO Municipal Income Opportunities Active ETF worth $3.43M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 1,688 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $76.7K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.33% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #78 holding.
  • AssuredPartners Investment Advisors first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.