Commonwealth Equity Services
MINO icon

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
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 		$424 Buy
9,561
+2,016
+27% +$89.4K ﹤0.01% 2693
2022
Q4 		$328K Buy
+7,545
New +$325K ﹤0.01% 2799

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Envestnet Asset Management
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GVAG
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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 $712M AUM 21.1% 1-Year Est. Return