CFD
MINO icon

Creative Financial Designs’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Creative Financial Designs’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
Q1 		$196K Buy
4,333
+686
+19% +$31.3K 0.01% 524
2025
Q4 		$165K Buy
3,647
+1,049
+40% +$47.7K 0.01% 515
2025
Q3 		$118K Buy
2,598
+271
+12% +$12K 0.01% 595
2025
Q2 		$103K Buy
2,327
+21
+0.9% +$926 0.01% 660
2025
Q1 		$103K Buy
2,306
+882
+62% +$39.8K 0.01% 613
2024
Q4 		$64.2K Buy
1,424
+9
+0.6% +$410 0.01% 713
2024
Q3 		$65.3K Buy
1,415
+9
+0.6% +$411 0.01% 708
2024
Q2 		$63.9K Buy
+1,406
New +$63.6K 0.01% 686

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Creative Financial Designs's MINO Position: Q1 2026 in Review

Creative Financial Designs increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 19% in Q1 2026, buying an estimated $31.3K and bringing the position to 4,333 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #524.

Creative Financial Designs first reported a position in MINO in Q2 2024 and has held it in 8 quarters since. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

  • Creative Financial Designs held 4,333 shares of PIMCO Municipal Income Opportunities Active ETF worth $196K as of Q1 2026.
  • Creative Financial Designs bought 686 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2026, an estimated $31.3K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #524 holding.
  • Creative Financial Designs first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2024 and has held it in 8 quarters since.
  • 143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.