CWM
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Cornerstone Wealth Management’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Cornerstone Wealth Management’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 		$1.62M Buy
35,420
+21,541
+155% +$978K 0.07% 250
2026
Q1 		$627K Buy
13,879
+6,298
+83% +$287K 0.03% 397
2025
Q4 		$344K Buy
7,581
+2,156
+40% +$98.1K 0.02% 508
2025
Q3 		$246K Buy
+5,425
New +$240K 0.01% 586

Other funds holding MINO

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $231M AUM 20.96% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

Cornerstone Wealth Management's MINO Position: Q2 2026 in Review

Cornerstone Wealth Management increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 155% in Q2 2026, buying an estimated $978K and bringing the position to 35,420 shares worth $1.62M. The position accounts for 0.07% of the portfolio, ranked #250.

Cornerstone Wealth Management first reported a position in MINO in Q3 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Cornerstone Wealth Management held 35,420 shares of PIMCO Municipal Income Opportunities Active ETF worth $1.62M as of Q2 2026.
  • Cornerstone Wealth Management bought 21,541 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $978K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.07% of Cornerstone Wealth Management's portfolio in Q2 2026, its #250 holding.
  • Cornerstone Wealth Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.