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

BCS 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 		$1.87M Sell
40,773
-798
-2% -$36.2K 0.34% 69
2026
Q1 		$1.88M Sell
41,571
-41,351
-50% -$1.88M 0.38% 57
2025
Q4 		$3.76M Buy
82,922
+40,278
+94% +$1.83M 0.38% 58
2025
Q3 		$1.93M Sell
42,644
-9,942
-19% -$440K 0.44% 54
2025
Q2 		$2.33M Sell
52,586
-30,928
-37% -$1.36M 0.5% 51
2025
Q1 		$3.74M Buy
83,514
+1,060
+1% +$47.9K 0.96% 30
2024
Q4 		$3.71M Buy
82,454
+3,133
+4% +$143K 0.92% 31
2024
Q3 		$3.66M Buy
79,321
+6,436
+9% +$294K 1.56% 18
2024
Q2 		$3.31M Buy
72,885
+6,897
+10% +$312K 1.61% 16
2024
Q1 		$3.01M Buy
65,988
+12,632
+24% +$575K 0.97% 22
2023
Q4 		$2.42M Buy
53,356
+8,319
+18% +$363K 0.89% 26
2023
Q3 		$1.93M Buy
45,037
+6,170
+16% +$272K 0.8% 33
2023
Q2 		$1.73M Buy
38,867
+8,590
+28% +$382K 1.26% 22
2023
Q1 		$1.35M Buy
30,277
+3,378
+13% +$150K 0.61% 38
2022
Q4 		$1.17M Buy
+26,899
New +$1.16M 0.49% 54

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

BCS Wealth Management reduced its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 1.9% in Q2 2026, selling an estimated $36.2K and leaving 40,773 shares worth $1.87M. The position accounts for 0.34% of the portfolio, ranked #69.

BCS Wealth Management first reported a position in MINO in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.76M in Q4 2025. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • BCS Wealth Management held 40,773 shares of PIMCO Municipal Income Opportunities Active ETF worth $1.87M as of Q2 2026.
  • BCS Wealth Management sold 798 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $36.2K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.34% of BCS Wealth Management's portfolio in Q2 2026, its #69 holding.
  • BCS Wealth Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2022 and has held it in 15 quarters since.
  • BCS Wealth Management's PIMCO Municipal Income Opportunities Active ETF position peaked at $3.76M in Q4 2025.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.