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MINO icon

CreativeOne Wealth’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

CreativeOne Wealth’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 		$3.12M Buy
68,289
+6,378
+10% +$290K 0.07% 281
2026
Q1 		$2.8M Buy
61,911
+29,453
+91% +$1.34M 0.06% 280
2025
Q4 		$1.47M Buy
32,458
+6,032
+23% +$274K 0.04% 413
2025
Q3 		$1.2M Sell
26,426
-6,455
-20% -$286K 0.03% 480
2025
Q2 		$1.45M Buy
32,881
+9,029
+38% +$398K 0.04% 430
2025
Q1 		$1.07M Buy
23,852
+3,075
+15% +$139K 0.03% 464
2024
Q4 		$936K Buy
20,777
+1,457
+8% +$66.4K 0.03% 488
2024
Q3 		$892K Sell
19,320
-15,611
-45% -$713K 0.03% 463
2024
Q2 		$1.59M Buy
34,931
+20,743
+146% +$938K 0.08% 229
2024
Q1 		$647K Buy
14,188
+7,949
+127% +$362K 0.03% 488
2023
Q4 		$283K Buy
+6,239
New +$272K 0.02% 520
2023
Q3 		– Sell
-7,269
Closed -$324K – 728
2023
Q2 		$324K Buy
7,269
+2,674
+58% +$119K 0.02% 621
2023
Q1 		$204K Buy
+4,595
New +$204K 0.01% 750

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CreativeOne Wealth's MINO Position: Q2 2026 in Review

CreativeOne Wealth increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 10% in Q2 2026, buying an estimated $290K and bringing the position to 68,289 shares worth $3.12M. The position accounts for 0.07% of the portfolio, ranked #281.

CreativeOne Wealth first reported a position in MINO in Q1 2023 and has held it in 13 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • CreativeOne Wealth held 68,289 shares of PIMCO Municipal Income Opportunities Active ETF worth $3.12M as of Q2 2026.
  • CreativeOne Wealth bought 6,378 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $290K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.07% of CreativeOne Wealth's portfolio in Q2 2026, its #281 holding.
  • CreativeOne Wealth first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2023 and has held it in 13 quarters since.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.