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

Barnes Wealth Management Group’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	$652K	Buy	14,246 +389	+3%	+$17.7K	0.3%	86
2026 Q1	$626K	Buy	13,857 +920	+7%	+$41.9K	0.32%	84
2025 Q4	$586K	Buy	12,937 +224	+2%	+$10.2K	0.31%	76
2025 Q3	$576K	Buy	12,713 +1,314	+12%	+$58.2K	0.32%	76
2025 Q2	$504K	Buy	11,399 +2,454	+27%	+$108K	0.3%	78
2025 Q1	$400K	Buy	8,945 +361	+4%	+$16.3K	0.26%	92
2024 Q4	$387K	Buy	+8,584	New	+$391K	0.26%	85

Other funds holding MINO

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TNA

True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

WWM

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Barnes Wealth Management Group's MINO Position: Q2 2026 in Review

Barnes Wealth Management Group increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 2.8% in Q2 2026, buying an estimated $17.7K and bringing the position to 14,246 shares worth $652K. The position accounts for 0.3% of the portfolio, ranked #86.

Barnes Wealth Management Group first reported a position in MINO in Q4 2024 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

Barnes Wealth Management Group held 14,246 shares of PIMCO Municipal Income Opportunities Active ETF worth $652K as of Q2 2026.
Barnes Wealth Management Group bought 389 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $17.7K.
PIMCO Municipal Income Opportunities Active ETF made up 0.3% of Barnes Wealth Management Group's portfolio in Q2 2026, its #86 holding.
Barnes Wealth Management Group first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2024 and has held it in 7 quarters since.
56 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.