Clear Point Advisors’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Clear Point Advisors’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	$370K	Buy	+8,095	New	+$368K	0.33%	67
2026 Q1	–	Sell	-7,778	Closed	-$353K	–	119
2025 Q4	$353K	Buy	+7,778	New	+$354K	0.27%	93
2025 Q2	–	Sell	-6,354	Closed	-$284K	–	109
2025 Q1	$284K	Buy	6,354 +40	+0.6%	+$1.81K	0.26%	90
2024 Q4	$284K	Sell	6,314 -3,814	-38%	-$174K	0.24%	94
2024 Q3	$468K	Sell	10,128 -831	-8%	-$38K	0.36%	71
2024 Q2	$498K	Buy	10,959 +8,098	+283%	+$366K	0.41%	64
2024 Q1	$161K	Buy	+2,861	New	+$130K	0.13%	115

Other funds holding MINO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Clear Point Advisors's MINO Position: Q2 2026 in Review

Clear Point Advisors opened a new position in PIMCO Municipal Income Opportunities Active ETF (MINO) in Q2 2026: 8,095 shares worth $370K. The stake represents 0.33% of the portfolio and ranks #67 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in MINO as recently as Q4 2025.

Clear Point Advisors first reported a position in MINO in Q1 2024 and has held it in 7 quarters since. The position peaked at $498K in Q2 2024. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

Clear Point Advisors held 8,095 shares of PIMCO Municipal Income Opportunities Active ETF worth $370K as of Q2 2026.
PIMCO Municipal Income Opportunities Active ETF was a new Clear Point Advisors position in Q2 2026.
PIMCO Municipal Income Opportunities Active ETF made up 0.33% of Clear Point Advisors's portfolio in Q2 2026, its #67 holding.
Clear Point Advisors first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2024 and has held it in 7 quarters since.
Clear Point Advisors's PIMCO Municipal Income Opportunities Active ETF position peaked at $498K in Q2 2024.
165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.