BAM Wealth Management
MINO icon

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

BAM 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
Q3 		$827K Sell
19,426
-8,679
-31% -$387K 0.45% 56
2026
Q2 		$1.29M Buy
28,105
+10,310
+58% +$468K 0.8% 28
2026
Q1 		$804K Buy
17,795
+1,031
+6% +$47K 0.6% 40
2025
Q4 		$760K Buy
16,764
+2,520
+18% +$115K 0.55% 52
2025
Q3 		$645K Buy
+14,244
New +$631K 0.5% 54

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
Cooper Capital Advisors
Cooper Capital Advisors Encinitas, California $245M AUM 17.92% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

BAM Wealth Management's MINO Position: Q3 2026 in Review

BAM Wealth Management reduced its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 31% in Q3 2026, selling an estimated $387K and leaving 19,426 shares worth $827K. The position accounts for 0.45% of the portfolio, ranked #56.

BAM Wealth Management first reported a position in MINO in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.29M in Q2 2026. 98 funds tracked by Wall St. Rank hold MINO as of Q3 2026.

  • BAM Wealth Management held 19,426 shares of PIMCO Municipal Income Opportunities Active ETF worth $827K as of Q3 2026.
  • BAM Wealth Management sold 8,679 PIMCO Municipal Income Opportunities Active ETF shares in Q3 2026, an estimated $387K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.45% of BAM Wealth Management's portfolio in Q3 2026, its #56 holding.
  • BAM Wealth Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2025 and has held it in 5 quarters since.
  • BAM Wealth Management's PIMCO Municipal Income Opportunities Active ETF position peaked at $1.29M in Q2 2026.
  • 98 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.