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 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 $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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Bridgewealth Advisory Group's MINO Position: Q1 2026 in Review

Bridgewealth Advisory Group reduced its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 1.9% in Q1 2026, selling an estimated $114K and leaving 130,270 shares worth $5.88M. The position accounts for 1.22% of the portfolio, ranked #23.

Bridgewealth Advisory Group first reported a position in MINO in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.02M in Q4 2025. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

Bridgewealth Advisory Group held 130,270 shares of PIMCO Municipal Income Opportunities Active ETF worth $5.88M as of Q1 2026.
Bridgewealth Advisory Group sold 2,502 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2026, an estimated $114K.
PIMCO Municipal Income Opportunities Active ETF made up 1.22% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #23 holding.
Bridgewealth Advisory Group first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2023 and has held it in 10 quarters since.
Bridgewealth Advisory Group's PIMCO Municipal Income Opportunities Active ETF position peaked at $6.02M in Q4 2025.
143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.