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 Q3	$593K	Sell	13,918 -328	-2%	-$14.6K	0.27%	94
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Bridgewealth Advisory Group Fresno, California $535M AUM 8.23% 1-Year Est. Return

Barnes Wealth Management Group's MINO Position: Q3 2026 in Review

Barnes Wealth Management Group reduced its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 2.3% in Q3 2026, selling an estimated $14.6K and leaving 13,918 shares worth $593K. The position accounts for 0.27% of the portfolio, ranked #94.

Barnes Wealth Management Group first reported a position in MINO in Q4 2024 and has held it in 8 quarters since. The position peaked at $652K in Q2 2026. 129 funds tracked by Wall St. Rank hold MINO as of Q3 2026.

Barnes Wealth Management Group held 13,918 shares of PIMCO Municipal Income Opportunities Active ETF worth $593K as of Q3 2026.
Barnes Wealth Management Group sold 328 PIMCO Municipal Income Opportunities Active ETF shares in Q3 2026, an estimated $14.6K.
PIMCO Municipal Income Opportunities Active ETF made up 0.27% of Barnes Wealth Management Group's portfolio in Q3 2026, its #94 holding.
Barnes Wealth Management Group first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2024 and has held it in 8 quarters since.
Barnes Wealth Management Group's PIMCO Municipal Income Opportunities Active ETF position peaked at $652K in Q2 2026.
129 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.