BFA
MINO icon

Beacon Financial Advisory’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Beacon Financial Advisory’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
2025
Q4 		– Sell
-4,479
Closed -$203K – 390
2025
Q3 		$203K Sell
4,479
-626
-12% -$27.7K 0.05% 369
2025
Q2 		$226K Buy
5,105
+30
+0.6% +$1.32K 0.06% 323
2025
Q1 		$227K Buy
+5,075
New +$229K 0.07% 296

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Beacon Financial Advisory's MINO Position: Q4 2025 in Review

Beacon Financial Advisory sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q4 2025, closing a stake of 4,479 shares — an estimated $203K sold.

Beacon Financial Advisory first reported a position in MINO in Q1 2025 and held it in 3 quarters. The position peaked at $227K in Q1 2025. 136 funds tracked by Wall St. Rank hold MINO as of Q4 2025.

  • Beacon Financial Advisory reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 4,479 PIMCO Municipal Income Opportunities Active ETF shares in Q4 2025, an estimated $203K.
  • Beacon Financial Advisory first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2025 and held it in 3 quarters.
  • Beacon Financial Advisory's PIMCO Municipal Income Opportunities Active ETF position peaked at $227K in Q1 2025.
  • 136 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q4 2025.

Based on Beacon Financial Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.