Bridgewealth Advisory Group’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Bridgewealth Advisory 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 Q2	$6.21M	Buy	135,671 +5,401	+4%	+$245K	1.17%	26
2026 Q1	$5.88M	Sell	130,270 -2,502	-2%	-$114K	1.22%	23
2025 Q4	$6.02M	Buy	132,772 +82,989	+167%	+$3.78M	1.33%	24
2025 Q3	$2.26M	Buy	49,783 +1,263	+3%	+$55.9K	0.52%	32
2025 Q2	$2.15M	Buy	48,520 +28,369	+141%	+$1.25M	0.54%	31
2025 Q1	$901K	Sell	20,151 -74,558	-79%	-$3.37M	1.18%	27
2024 Q4	$4.28M	Buy	94,709 +2,562	+3%	+$117K	1.21%	24
2024 Q3	$4.25M	Sell	92,147 -637	-0.7%	-$29.1K	1.55%	23
2024 Q2	$4.22M	Sell	92,784 -4,382	-5%	-$198K	1.87%	19
2024 Q1	$4.43M	Sell	97,166 -769	-0.8%	-$35K	2.17%	15
2023 Q4	$4.45M	Buy	+97,935	New	+$4.27M	3.41%	7

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

Bridgewealth Advisory Group's MINO Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 4.1% in Q2 2026, buying an estimated $245K and bringing the position to 135,671 shares worth $6.21M. The position accounts for 1.17% of the portfolio, ranked #26.

Bridgewealth Advisory Group first reported a position in MINO in Q4 2023 and has held it in 11 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

Bridgewealth Advisory Group held 135,671 shares of PIMCO Municipal Income Opportunities Active ETF worth $6.21M as of Q2 2026.
Bridgewealth Advisory Group bought 5,401 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $245K.
PIMCO Municipal Income Opportunities Active ETF made up 1.17% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #26 holding.
Bridgewealth Advisory Group first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2023 and has held it in 11 quarters since.
165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.