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 Q3	$45.7K	Sell	1,074 -69	-6%	-$3.07K	0.01%	528
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

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

WIA

Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return

Cape Investment Advisory's MINO Position: Q3 2026 in Review

Cape Investment Advisory reduced its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 6% in Q3 2026, selling an estimated $3.07K and leaving 1,074 shares worth $45.7K. The position accounts for 0.01% of the portfolio, ranked #528.

Cape Investment Advisory first reported a position in MINO in Q1 2025 and has held it in 5 quarters since. The position peaked at $52.3K in Q2 2026. 19 funds tracked by Wall St. Rank hold MINO as of Q3 2026.

Cape Investment Advisory held 1,074 shares of PIMCO Municipal Income Opportunities Active ETF worth $45.7K as of Q3 2026.
Cape Investment Advisory sold 69 PIMCO Municipal Income Opportunities Active ETF shares in Q3 2026, an estimated $3.07K.
PIMCO Municipal Income Opportunities Active ETF made up 0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #528 holding.
Cape Investment Advisory first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2025 and has held it in 5 quarters since.
Cape Investment Advisory's PIMCO Municipal Income Opportunities Active ETF position peaked at $52.3K in Q2 2026.
19 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.