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Compass Ion Advisors’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Compass Ion 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
2022
Q2 		– Sell
-7,168
Closed -$332K – 89
2022
Q1 		$332K Hold
7,168
– – 0.1% 62
2021
Q4 		$358K Buy
+7,168
New +$356K 0.12% 67

Other funds holding MINO

CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $202M AUM 15.75% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Compass Ion Advisors's MINO Position: Q2 2022 in Review

Compass Ion Advisors sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q2 2022, closing a stake of 7,168 shares — an estimated $332K sold.

Compass Ion Advisors first reported a position in MINO in Q4 2021 and held it in 2 quarters. The position peaked at $358K in Q4 2021. 19 funds tracked by Wall St. Rank hold MINO as of Q2 2022.

  • Compass Ion Advisors reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q2 2022 after selling out during the quarter.
  • Compass Ion Advisors sold 7,168 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2022, an estimated $332K.
  • Compass Ion Advisors first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2021 and held it in 2 quarters.
  • Compass Ion Advisors's PIMCO Municipal Income Opportunities Active ETF position peaked at $358K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2022.

Based on Compass Ion Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.