Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Carson Wealth (CWM LLC)’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 		$24.6M Buy
544,633
+9,889
+2% +$451K 0.06% 279
2025
Q4 		$24.2M Buy
534,744
+18,915
+4% +$861K 0.07% 266
2025
Q3 		$23.4M Buy
515,829
+34,644
+7% +$1.53M 0.07% 239
2025
Q2 		$21.3M Buy
481,185
+55,202
+13% +$2.43M 0.08% 227
2025
Q1 		$19.1M Buy
425,983
+14,639
+4% +$661K 0.08% 227
2024
Q4 		$18.5M Buy
411,344
+6,838
+2% +$312K 0.08% 216
2024
Q3 		$18.7M Buy
404,506
+71,420
+21% +$3.26M 0.08% 217
2024
Q2 		$15.1M Buy
333,086
+46,719
+16% +$2.11M 0.07% 236
2024
Q1 		$13.1M Buy
286,367
+98,042
+52% +$4.46M 0.06% 251
2023
Q4 		$8.55M Sell
188,325
-3,829
-2% -$167K 0.05% 291
2023
Q3 		$8.25M Buy
192,154
+35,408
+23% +$1.56M 0.05% 270
2023
Q2 		$6.99M Sell
156,746
-1,822
-1% -$81K 0.04% 281
2023
Q1 		$7.05M Sell
158,568
-2,082
-1% -$92.3K 0.05% 269
2022
Q4 		$6.99M Sell
160,650
-13,748
-8% -$592K 0.05% 251
2022
Q3 		$7.42M Buy
174,398
+60,415
+53% +$2.68M 0.06% 225
2022
Q2 		$5.03M Buy
+113,983
New +$5.09M 0.04% 289

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $781M AUM 26.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MINO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 1.8% in Q1 2026, buying an estimated $451K and bringing the position to 544,633 shares worth $24.6M. The position accounts for 0.06% of the portfolio, ranked #279.

Carson Wealth (CWM LLC) first reported a position in MINO in Q2 2022 and has held it in 16 quarters since. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 544,633 shares of PIMCO Municipal Income Opportunities Active ETF worth $24.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,889 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2026, an estimated $451K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #279 holding.
  • Carson Wealth (CWM LLC) first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2022 and has held it in 16 quarters since.
  • 143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.