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CarsonAllaria Wealth Management’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

CarsonAllaria Wealth 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 		$6.64M Sell
145,036
-13,145
-8% -$597K 2.88% 13
2026
Q1 		$7.15M Buy
158,181
+4,124
+3% +$188K 3.53% 7
2025
Q4 		$6.98M Buy
154,057
+14,560
+10% +$662K 3.46% 7
2025
Q3 		$6.32M Sell
139,497
-6,391
-4% -$283K 3.29% 8
2025
Q2 		$6.45M Buy
145,888
+35,573
+32% +$1.57M 3.46% 7
2025
Q1 		$4.93M Sell
110,315
-46,965
-30% -$2.12M 2.86% 11
2024
Q4 		$7.09M Buy
157,280
+1,903
+1% +$86.7K 4.06% 7
2024
Q3 		$7.17M Sell
155,377
-3,911
-2% -$179K 4.11% 7
2024
Q2 		$7.24M Buy
159,288
+16,618
+12% +$752K 4.43% 5
2024
Q1 		$6.51M Buy
142,670
+47,844
+50% +$2.18M 4.09% 7
2023
Q4 		$4.31M Sell
94,826
-8,090
-8% -$353K 3.09% 10
2023
Q3 		$4.42M Buy
102,916
+3,115
+3% +$137K 3.59% 8
2023
Q2 		$4.45M Buy
99,801
+5,152
+5% +$229K 3.5% 8
2023
Q1 		$4.21M Sell
94,649
-7,228
-7% -$321K 3.54% 8
2022
Q4 		$4.43M Sell
101,877
-31,018
-23% -$1.34M 3.88% 8
2022
Q3 		$5.66M Buy
132,895
+16,730
+14% +$742K 5.26% 5
2022
Q2 		$5.13M Buy
116,165
+38,213
+49% +$1.71M 4.79% 5
2022
Q1 		$3.61M Buy
77,952
+11,697
+18% +$564K 3.23% 9
2021
Q4 		$3.31M Buy
+66,255
New +$3.29M 2.93% 9

Other funds holding MINO

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AC
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

CarsonAllaria Wealth Management's MINO Position: Q2 2026 in Review

CarsonAllaria Wealth Management reduced its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 8.3% in Q2 2026, selling an estimated $597K and leaving 145,036 shares worth $6.64M. The position accounts for 2.88% of the portfolio, ranked #13.

CarsonAllaria Wealth Management first reported a position in MINO in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.24M in Q2 2024. 79 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • CarsonAllaria Wealth Management held 145,036 shares of PIMCO Municipal Income Opportunities Active ETF worth $6.64M as of Q2 2026.
  • CarsonAllaria Wealth Management sold 13,145 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $597K.
  • PIMCO Municipal Income Opportunities Active ETF made up 2.88% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #13 holding.
  • CarsonAllaria Wealth Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2021 and has held it in 19 quarters since.
  • CarsonAllaria Wealth Management's PIMCO Municipal Income Opportunities Active ETF position peaked at $7.24M in Q2 2024.
  • 79 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.