Bank of Montreal
MINO icon

Bank of Montreal’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Bank of Montreal’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
2023
Q3 		– Sell
-2,684
Closed -$120K – 4072
2023
Q2 		$120K Buy
+2,684
New +$119K ﹤0.01% 3402

Other funds holding MINO

WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $231M AUM 20.96% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Bank of Montreal's MINO Position: Q3 2023 in Review

Bank of Montreal sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q3 2023, closing a stake of 2,684 shares — an estimated $120K sold.

Bank of Montreal first reported a position in MINO in Q2 2023 and held it in 1 quarter. The position peaked at $120K in Q2 2023. 34 funds tracked by Wall St. Rank hold MINO as of Q3 2023.

  • Bank of Montreal reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 2,684 PIMCO Municipal Income Opportunities Active ETF shares in Q3 2023, an estimated $120K.
  • Bank of Montreal first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2023 and held it in 1 quarter.
  • Bank of Montreal's PIMCO Municipal Income Opportunities Active ETF position peaked at $120K in Q2 2023.
  • 34 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.