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Cape Investment Advisory’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Cape Investment Advisory’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 		$52.3K Buy
+1,143
New +$51.9K 0.01% 487
2026
Q1 		– Sell
-300
Closed -$13.6K – 800
2025
Q4 		$13.6K Buy
+300
New +$13.7K ﹤0.01% 689
2025
Q3 		– Sell
-300
Closed -$13.3K – 1043
2025
Q2 		$13.3K Hold
300
– – ﹤0.01% 584
2025
Q1 		$13.4K Buy
+300
New +$13.6K 0.01% 549

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cape Investment Advisory's MINO Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in PIMCO Municipal Income Opportunities Active ETF (MINO) in Q2 2026: 1,143 shares worth $52.3K. The stake represents 0.01% of the portfolio and ranks #487 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in MINO as recently as Q4 2025.

Cape Investment Advisory first reported a position in MINO in Q1 2025 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Cape Investment Advisory held 1,143 shares of PIMCO Municipal Income Opportunities Active ETF worth $52.3K as of Q2 2026.
  • PIMCO Municipal Income Opportunities Active ETF was a new Cape Investment Advisory position in Q2 2026.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #487 holding.
  • Cape Investment Advisory first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2025 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.