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Beckerman Institutional’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Beckerman Institutional’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
Q1 		$713K Hold
15,787
– – 0.38% 58
2025
Q4 		$715K Sell
15,787
-1,200
-7% -$54.6K 0.4% 60
2025
Q3 		$770K Hold
16,987
– – 0.45% 52
2025
Q2 		$751K Hold
16,987
– – 0.5% 48
2025
Q1 		$760K Buy
16,987
+3,914
+30% +$177K 0.55% 47
2024
Q4 		$589K Buy
13,073
+2,636
+25% +$120K 0.47% 56
2024
Q3 		$482K Buy
+10,437
New +$477K 0.41% 58

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Beckerman Institutional's MINO Position: Q1 2026 in Review

Beckerman Institutional held its PIMCO Municipal Income Opportunities Active ETF (MINO) position steady in Q1 2026 at 15,787 shares worth $713K. The position accounts for 0.38% of the portfolio, ranked #58.

Beckerman Institutional first reported a position in MINO in Q3 2024 and has held it in 7 quarters since. The position peaked at $770K in Q3 2025. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

  • Beckerman Institutional held 15,787 shares of PIMCO Municipal Income Opportunities Active ETF worth $713K as of Q1 2026.
  • Beckerman Institutional left its PIMCO Municipal Income Opportunities Active ETF share count unchanged in Q1 2026.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.38% of Beckerman Institutional's portfolio in Q1 2026, its #58 holding.
  • Beckerman Institutional first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2024 and has held it in 7 quarters since.
  • Beckerman Institutional's PIMCO Municipal Income Opportunities Active ETF position peaked at $770K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.