Carson Wealth (CWM LLC)’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Buy |
481,185
+55,202
| +13% | +$2.44M | 0.08% | 227 |
|
|
2025
Q1 | $19.1M | Buy |
425,983
+14,639
| +4% | +$655K | 0.08% | 227 |
|
|
2024
Q4 | $18.5M | Buy |
411,344
+6,838
| +2% | +$308K | 0.08% | 216 |
|
|
2024
Q3 | $18.7M | Buy |
404,506
+71,420
| +21% | +$3.3M | 0.08% | 217 |
|
|
2024
Q2 | $15.1M | Buy |
333,086
+46,719
| +16% | +$2.12M | 0.07% | 236 |
|
|
2024
Q1 | $13.1M | Buy |
286,367
+98,042
| +52% | +$4.47M | 0.06% | 251 |
|
|
2023
Q4 | $8.55M | Sell |
188,325
-3,829
| -2% | -$174K | 0.05% | 290 |
|
|
2023
Q3 | $8.25M | Buy |
192,154
+35,408
| +23% | +$1.52M | 0.05% | 270 |
|
|
2023
Q2 | $6.99M | Sell |
156,746
-1,822
| -1% | -$81.2K | 0.04% | 280 |
|
|
2023
Q1 | $7.05M | Sell |
158,568
-2,082
| -1% | -$92.5K | 0.05% | 268 |
|
|
2022
Q4 | $6.99M | Sell |
160,650
-13,748
| -8% | -$599K | 0.05% | 251 |
|
|
2022
Q3 | $7.43M | Buy |
174,398
+60,415
| +53% | +$2.57M | 0.06% | 225 |
|
|
2022
Q2 | $5.03M | Buy |
+113,983
| New | +$5.03M | 0.04% | 289 |
|