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 Q2	$14.6M	Buy	319,021 +314,688	+7,263%	+$14.3M	0.7%	35
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Creative Financial Designs's MINO Position: Q2 2026 in Review

Creative Financial Designs increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 7,263% in Q2 2026, buying an estimated $14.3M and bringing the position to 319,021 shares worth $14.6M. The position accounts for 0.7% of the portfolio, ranked #35.

Creative Financial Designs first reported a position in MINO in Q2 2024 and has held it in 9 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

Creative Financial Designs held 319,021 shares of PIMCO Municipal Income Opportunities Active ETF worth $14.6M as of Q2 2026.
Creative Financial Designs bought 314,688 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $14.3M.
PIMCO Municipal Income Opportunities Active ETF made up 0.7% of Creative Financial Designs's portfolio in Q2 2026, its #35 holding.
Creative Financial Designs first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2024 and has held it in 9 quarters since.
165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.