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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
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

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
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BAM Wealth Management's MINO Position: Q2 2026 in Review

BAM Wealth Management increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 58% in Q2 2026, buying an estimated $468K and bringing the position to 28,105 shares worth $1.29M. The position accounts for 0.8% of the portfolio, ranked #28.

BAM Wealth Management first reported a position in MINO in Q3 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • BAM Wealth Management held 28,105 shares of PIMCO Municipal Income Opportunities Active ETF worth $1.29M as of Q2 2026.
  • BAM Wealth Management bought 10,310 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $468K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.8% of BAM Wealth Management's portfolio in Q2 2026, its #28 holding.
  • BAM Wealth Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.