BWM
BCS Wealth Management’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
52,586
-30,928
| -37% | -$1.37M | 0.5% | 51 |
|
|
2025
Q1 | $3.74M | Buy |
83,514
+1,060
| +1% | +$47.4K | 0.96% | 30 |
|
|
2024
Q4 | $3.72M | Buy |
82,454
+3,133
| +4% | +$141K | 0.92% | 31 |
|
|
2024
Q3 | $3.66M | Buy |
79,321
+6,436
| +9% | +$297K | 1.56% | 18 |
|
|
2024
Q2 | $3.31M | Buy |
72,885
+6,897
| +10% | +$313K | 1.61% | 16 |
|
|
2024
Q1 | $3.01M | Buy |
65,988
+12,632
| +24% | +$576K | 0.97% | 22 |
|
|
2023
Q4 | $2.42M | Buy |
53,356
+8,319
| +18% | +$378K | 0.89% | 26 |
|
|
2023
Q3 | $1.93M | Buy |
45,037
+6,170
| +16% | +$265K | 0.8% | 33 |
|
|
2023
Q2 | $1.73M | Buy |
38,867
+8,590
| +28% | +$383K | 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 | +$1.17M | 0.49% | 54 |
|