Cambridge Investment Research Advisors
MINO icon

Cambridge Investment Research Advisors’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Cambridge Investment Research Advisors’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 		$2.55M Sell
56,503
-9,727
-15% -$443K 0.01% 1419
2025
Q4 		$3M Sell
66,230
-3,341
-5% -$152K 0.01% 1212
2025
Q3 		$3.15M Sell
69,571
-15,885
-19% -$704K 0.01% 1187
2025
Q2 		$3.78M Sell
85,456
-17,371
-17% -$766K 0.01% 1005
2025
Q1 		$4.6M Sell
102,827
-3,744
-4% -$169K 0.02% 848
2024
Q4 		$4.8M Buy
106,571
+13,041
+14% +$594K 0.02% 821
2024
Q3 		$4.32M Buy
93,530
+18,425
+25% +$842K 0.01% 881
2024
Q2 		$3.41M Buy
75,105
+41,593
+124% +$1.88M 0.01% 961
2024
Q1 		$1.53M Buy
33,512
+16,345
+95% +$744K 0.01% 1439
2023
Q4 		$780K Buy
+17,167
New +$749K ﹤0.01% 1820

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.63B AUM 24.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $712M AUM 21.1% 1-Year Est. Return