CW
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
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 $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

CreativeOne Wealth's MINO Position: Q1 2026 in Review

CreativeOne Wealth increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 91% in Q1 2026, buying an estimated $1.34M and bringing the position to 61,911 shares worth $2.8M. The position accounts for 0.06% of the portfolio, ranked #280.

CreativeOne Wealth first reported a position in MINO in Q1 2023 and has held it in 12 quarters since. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

  • CreativeOne Wealth held 61,911 shares of PIMCO Municipal Income Opportunities Active ETF worth $2.8M as of Q1 2026.
  • CreativeOne Wealth bought 29,453 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2026, an estimated $1.34M.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.06% of CreativeOne Wealth's portfolio in Q1 2026, its #280 holding.
  • CreativeOne Wealth first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2023 and has held it in 12 quarters since.
  • 143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.