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Breakwater Capital Group’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Breakwater Capital Group’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
Q3 		$424K Sell
9,955
-1,838
-16% -$81.9K 0.05% 276
2026
Q2 		$540K Buy
11,793
+5,020
+74% +$228K 0.06% 240
2026
Q1 		$306K Buy
+6,773
New +$309K 0.04% 301

Other funds holding MINO

SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

Breakwater Capital Group's MINO Position: Q3 2026 in Review

Breakwater Capital Group reduced its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 16% in Q3 2026, selling an estimated $81.9K and leaving 9,955 shares worth $424K. The position accounts for 0.05% of the portfolio, ranked #276.

Breakwater Capital Group first reported a position in MINO in Q1 2026 and has held it in 3 quarters since. The position peaked at $540K in Q2 2026. 11 funds tracked by Wall St. Rank hold MINO as of Q3 2026.

  • Breakwater Capital Group held 9,955 shares of PIMCO Municipal Income Opportunities Active ETF worth $424K as of Q3 2026.
  • Breakwater Capital Group sold 1,838 PIMCO Municipal Income Opportunities Active ETF shares in Q3 2026, an estimated $81.9K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.05% of Breakwater Capital Group's portfolio in Q3 2026, its #276 holding.
  • Breakwater Capital Group first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2026 and has held it in 3 quarters since.
  • Breakwater Capital Group's PIMCO Municipal Income Opportunities Active ETF position peaked at $540K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2026.

Based on Breakwater Capital Group's 13F filing for Q3 2026, filed 9 Oct 2026.