Cornerstone Advisory
MINO icon

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

Cornerstone Advisory’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
Q3 		$236K Buy
+5,530
New +$246K 0.02% 253
2025
Q4 		– Sell
-4,565
Closed -$207K – 254
2025
Q3 		$207K Buy
+4,565
New +$202K 0.02% 236

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
HighPoint Advisor Group
HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return
Cooper Capital Advisors
Cooper Capital Advisors Encinitas, California $245M AUM 17.92% 1-Year Est. Return

Cornerstone Advisory's MINO Position: Q3 2026 in Review

Cornerstone Advisory opened a new position in PIMCO Municipal Income Opportunities Active ETF (MINO) in Q3 2026: 5,530 shares worth $236K. The stake represents 0.02% of the portfolio and ranks #253 among its holdings. This is a return to the name: Cornerstone Advisory previously reported a position in MINO as recently as Q3 2025.

Cornerstone Advisory first reported a position in MINO in Q3 2025 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold MINO as of Q3 2026.

  • Cornerstone Advisory held 5,530 shares of PIMCO Municipal Income Opportunities Active ETF worth $236K as of Q3 2026.
  • PIMCO Municipal Income Opportunities Active ETF was a new Cornerstone Advisory position in Q3 2026.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.02% of Cornerstone Advisory's portfolio in Q3 2026, its #253 holding.
  • Cornerstone Advisory first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2025 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.