CC
MINO icon

Chicago Capital’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Chicago Capital’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
2024
Q4 		– Sell
-4,378
Closed -$202K – 328
2024
Q3 		$202K Sell
4,378
-28,310
-87% -$1.29M 0.01% 305
2024
Q2 		$1.49M Sell
32,688
-15,540
-32% -$703K 0.04% 135
2024
Q1 		$2.2M Buy
+48,228
New +$2.19M 0.07% 113

Other funds holding MINO

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $202M AUM 15.75% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Chicago Capital's MINO Position: Q4 2024 in Review

Chicago Capital sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q4 2024, closing a stake of 4,378 shares — an estimated $202K sold.

Chicago Capital first reported a position in MINO in Q1 2024 and held it in 3 quarters. The position peaked at $2.2M in Q1 2024. 84 funds tracked by Wall St. Rank hold MINO as of Q4 2024.

  • Chicago Capital reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q4 2024 after selling out during the quarter.
  • Chicago Capital sold 4,378 PIMCO Municipal Income Opportunities Active ETF shares in Q4 2024, an estimated $202K.
  • Chicago Capital first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2024 and held it in 3 quarters.
  • Chicago Capital's PIMCO Municipal Income Opportunities Active ETF position peaked at $2.2M in Q1 2024.
  • 84 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q4 2024.

Based on Chicago Capital's 13F filing for Q4 2024, filed 24 Jan 2025.