Cardinal Point Capital Management’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Cardinal Point Capital Management’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	$27M	Buy	589,978 +4,200	+0.7%	+$191K	1.53%	17
2026 Q1	$26.5M	Buy	585,778 +30,320	+5%	+$1.38M	1.62%	17
2025 Q4	$25.3M	Buy	555,458 +515,858	+1,303%	+$23.5M	1.65%	15
2025 Q3	$1.8M	Buy	+39,600	New	+$1.75M	0.13%	86

Other funds holding MINO

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

MAV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

OCA

Optimus Capital Advisors Coppel, Texas $186M AUM

Cardinal Point Capital Management's MINO Position: Q2 2026 in Review

Cardinal Point Capital Management increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 0.72% in Q2 2026, buying an estimated $191K and bringing the position to 589,978 shares worth $27M. The position accounts for 1.53% of the portfolio, ranked #17.

Cardinal Point Capital Management first reported a position in MINO in Q3 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

Cardinal Point Capital Management held 589,978 shares of PIMCO Municipal Income Opportunities Active ETF worth $27M as of Q2 2026.
Cardinal Point Capital Management bought 4,200 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $191K.
PIMCO Municipal Income Opportunities Active ETF made up 1.53% of Cardinal Point Capital Management's portfolio in Q2 2026, its #17 holding.
Cardinal Point Capital Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2025 and has held it in 4 quarters since.
28 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.