CPA
MINO icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Clear Point Advisors's MINO Position: Q1 2026 in Review

Clear Point Advisors sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q1 2026, closing a stake of 7,778 shares — an estimated $353K sold.

Clear Point Advisors first reported a position in MINO in Q1 2024 and held it in 6 quarters. The position peaked at $498K in Q2 2024. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

  • Clear Point Advisors reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q1 2026 after selling out during the quarter.
  • Clear Point Advisors sold 7,778 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2026, an estimated $353K.
  • Clear Point Advisors first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2024 and held it in 6 quarters.
  • Clear Point Advisors's PIMCO Municipal Income Opportunities Active ETF position peaked at $498K in Q2 2024.
  • 143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.