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Coppell Advisory Solutions’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-1,225
Closed -$55.5K – 1247
2024
Q4 		$55.5K Buy
+1,225
New +$55.8K 0.01% 552

Other funds holding MINO

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Coppell Advisory Solutions's MINO Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q1 2025, closing a stake of 1,225 shares — an estimated $55.5K sold.

Coppell Advisory Solutions first reported a position in MINO in Q4 2024 and held it in 1 quarter. The position peaked at $55.5K in Q4 2024. 90 funds tracked by Wall St. Rank hold MINO as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,225 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2025, an estimated $55.5K.
  • Coppell Advisory Solutions first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's PIMCO Municipal Income Opportunities Active ETF position peaked at $55.5K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.