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 Q2	$717K	Sell	15,677 -110	-0.7%	-$5K	0.34%	64
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Beckerman Institutional's MINO Position: Q2 2026 in Review

Beckerman Institutional reduced its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 0.7% in Q2 2026, selling an estimated $5K and leaving 15,677 shares worth $717K. The position accounts for 0.34% of the portfolio, ranked #64.

Beckerman Institutional first reported a position in MINO in Q3 2024 and has held it in 8 quarters since. The position peaked at $770K in Q3 2025. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

Beckerman Institutional held 15,677 shares of PIMCO Municipal Income Opportunities Active ETF worth $717K as of Q2 2026.
Beckerman Institutional sold 110 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $5K.
PIMCO Municipal Income Opportunities Active ETF made up 0.34% of Beckerman Institutional's portfolio in Q2 2026, its #64 holding.
Beckerman Institutional first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2024 and has held it in 8 quarters since.
Beckerman Institutional's PIMCO Municipal Income Opportunities Active ETF position peaked at $770K in Q3 2025.
165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.