AWM
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Avaii Wealth Management’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Avaii Wealth 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
Q1 		$454K Buy
10,062
+1,270
+14% +$57.9K 0.16% 80
2025
Q4 		$398K Buy
8,792
+1,547
+21% +$70.4K 0.14% 90
2025
Q3 		$328K Sell
7,245
-15
-0.2% -$664 0.12% 101
2025
Q2 		$321K Buy
7,260
+474
+7% +$20.9K 0.14% 91
2025
Q1 		$304K Buy
6,786
+605
+10% +$27.3K 0.16% 87
2024
Q4 		$279K Buy
+6,181
New +$282K 0.14% 103

Other funds holding MINO

LPL Financial
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Avaii Wealth Management's MINO Position: Q1 2026 in Review

Avaii Wealth Management increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 14% in Q1 2026, buying an estimated $57.9K and bringing the position to 10,062 shares worth $454K. The position accounts for 0.16% of the portfolio, ranked #80.

Avaii Wealth Management first reported a position in MINO in Q4 2024 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

  • Avaii Wealth Management held 10,062 shares of PIMCO Municipal Income Opportunities Active ETF worth $454K as of Q1 2026.
  • Avaii Wealth Management bought 1,270 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2026, an estimated $57.9K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.16% of Avaii Wealth Management's portfolio in Q1 2026, its #80 holding.
  • Avaii Wealth Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2024 and has held it in 6 quarters since.
  • 143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.