Avantax Advisory Services’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Avantax Advisory Services’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
2025 Q2	$2.64M	Sell	59,792 -381	-0.6%	-$16.8K	0.01%	672
2025 Q1	$2.69M	Buy	60,173 +3,438	+6%	+$155K	0.02%	624
2024 Q4	$2.56M	Buy	56,735 +8,781	+18%	+$400K	0.02%	609
2024 Q3	$2.21M	Buy	47,954 +10,663	+29%	+$487K	0.01%	654
2024 Q2	$1.69M	Buy	37,291 +14,779	+66%	+$668K	0.01%	729
2024 Q1	$1.03M	Buy	22,512 +2,605	+13%	+$119K	0.01%	734
2023 Q4	$904K	Buy	19,907 +2,445	+14%	+$107K	0.01%	743
2023 Q3	$749K	Buy	17,462 +3,523	+25%	+$155K	0.01%	786
2023 Q2	$621K	Buy	13,939 +1,582	+13%	+$70.3K	0.01%	862
2023 Q1	$549K	Sell	12,357 -823	-6%	-$36.5K	0.01%	876
2022 Q4	$574K	Sell	13,180 -2,467	-16%	-$106K	0.01%	805
2022 Q3	$666K	Buy	15,647 +1,398	+10%	+$62K	0.01%	670
2022 Q2	$629K	Buy	+14,249	New	+$636K	0.01%	689

Other funds holding MINO

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Avantax Advisory Services's MINO Position: Q2 2025 in Review

Avantax Advisory Services reduced its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 0.63% in Q2 2025, selling an estimated $16.8K and leaving 59,792 shares worth $2.64M. The position accounts for 0.01% of the portfolio, ranked #672.

Avantax Advisory Services first reported a position in MINO in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.69M in Q1 2025. 104 funds tracked by Wall St. Rank hold MINO as of Q2 2025.

Avantax Advisory Services held 59,792 shares of PIMCO Municipal Income Opportunities Active ETF worth $2.64M as of Q2 2025.
Avantax Advisory Services sold 381 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2025, an estimated $16.8K.
PIMCO Municipal Income Opportunities Active ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #672 holding.
Avantax Advisory Services first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2022 and has held it in 13 quarters since.
Avantax Advisory Services's PIMCO Municipal Income Opportunities Active ETF position peaked at $2.69M in Q1 2025.
104 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.