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 Q3	$1.7M	Buy	39,895 +4,475	+13%	+$199K	0.07%	239
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

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Cooper Capital Advisors Encinitas, California $245M AUM 17.92% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

Cornerstone Wealth Management's MINO Position: Q3 2026 in Review

Cornerstone Wealth Management increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 13% in Q3 2026, buying an estimated $199K and bringing the position to 39,895 shares worth $1.7M. The position accounts for 0.07% of the portfolio, ranked #239.

Cornerstone Wealth Management first reported a position in MINO in Q3 2025 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold MINO as of Q3 2026.

Cornerstone Wealth Management held 39,895 shares of PIMCO Municipal Income Opportunities Active ETF worth $1.7M as of Q3 2026.
Cornerstone Wealth Management bought 4,475 PIMCO Municipal Income Opportunities Active ETF shares in Q3 2026, an estimated $199K.
PIMCO Municipal Income Opportunities Active ETF made up 0.07% of Cornerstone Wealth Management's portfolio in Q3 2026, its #239 holding.
Cornerstone Wealth Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2025 and has held it in 5 quarters since.
86 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.