Commonwealth Equity Services’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Commonwealth Equity Services’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	$12.7M	Buy	276,685 +92,728	+50%	+$4.21M	0.02%	824
2026 Q1	$8.31M	Buy	183,957 +19,116	+12%	+$871K	0.01%	998
2025 Q4	$7.47M	Buy	164,841 +52,083	+46%	+$2.37M	0.01%	1060
2025 Q3	$5.11M	Sell	112,758 -690	-0.6%	-$30.6K	0.01%	1331
2025 Q2	$5.02M	Buy	113,448 +27,452	+32%	+$1.21M	0.01%	1327
2025 Q1	$3.85M	Buy	85,996 +60,307	+235%	+$2.72M	0.01%	1447
2024 Q4	$1.16M	Buy	25,689 +1,740	+7%	+$79.3K	﹤0.01%	2283
2024 Q3	$1.11M	Buy	+23,949	New	+$1.09M	﹤0.01%	2267
2023 Q4	–	Sell	-10,869	Closed	-$467K	–	3974
2023 Q3	$467K	Buy	10,869 +591	+6%	+$26K	﹤0.01%	2659
2023 Q2	$458K	Buy	10,278 +717	+7%	+$31.9K	﹤0.01%	2693
2023 Q1	$424K	Buy	9,561 +2,016	+27%	+$89.4K	﹤0.01%	2693
2022 Q4	$328K	Buy	+7,545	New	+$325K	﹤0.01%	2799

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

Commonwealth Equity Services's MINO Position: Q2 2026 in Review

Commonwealth Equity Services increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 50% in Q2 2026, buying an estimated $4.21M and bringing the position to 276,685 shares worth $12.7M. The position accounts for 0.02% of the portfolio, ranked #824.

Commonwealth Equity Services first reported a position in MINO in Q4 2022 and has held it in 12 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

Commonwealth Equity Services held 276,685 shares of PIMCO Municipal Income Opportunities Active ETF worth $12.7M as of Q2 2026.
Commonwealth Equity Services bought 92,728 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $4.21M.
PIMCO Municipal Income Opportunities Active ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #824 holding.
Commonwealth Equity Services first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2022 and has held it in 12 quarters since.
165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.