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Blue Trust Inc’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Blue Trust Inc’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
2023
Q3 		– Sell
-1,420
Closed -$63K – 2195
2023
Q2 		$63K Buy
+1,420
New +$63.1K ﹤0.01% 627

Other funds holding MINO

WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $202M AUM 15.75% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Blue Trust Inc's MINO Position: Q3 2023 in Review

Blue Trust Inc sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q3 2023, closing a stake of 1,420 shares — an estimated $63K sold.

Blue Trust Inc first reported a position in MINO in Q2 2023 and held it in 1 quarter. The position peaked at $63K in Q2 2023. 34 funds tracked by Wall St. Rank hold MINO as of Q3 2023.

  • Blue Trust Inc reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q3 2023 after selling out during the quarter.
  • Blue Trust Inc sold 1,420 PIMCO Municipal Income Opportunities Active ETF shares in Q3 2023, an estimated $63K.
  • Blue Trust Inc first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2023 and held it in 1 quarter.
  • Blue Trust Inc's PIMCO Municipal Income Opportunities Active ETF position peaked at $63K in Q2 2023.
  • 34 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2023.

Based on Blue Trust Inc's 13F filing for Q3 2023, filed 11 Oct 2023.