Crossmark Global Holdings’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Crossmark Global Holdings’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
2025 Q4	–	Sell	-6,133	Closed	-$277K	–	1290
2025 Q3	$277K	Sell	6,133 -3,831	-38%	-$170K	﹤0.01%	1124
2025 Q2	$441K	Sell	9,964 -347	-3%	-$15.3K	0.01%	940
2025 Q1	$462K	Buy	+10,311	New	+$466K	0.01%	906

Other funds holding MINO

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Crossmark Global Holdings's MINO Position: Q4 2025 in Review

Crossmark Global Holdings sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q4 2025, closing a stake of 6,133 shares — an estimated $277K sold.

Crossmark Global Holdings first reported a position in MINO in Q1 2025 and held it in 3 quarters. The position peaked at $462K in Q1 2025. 136 funds tracked by Wall St. Rank hold MINO as of Q4 2025.

Crossmark Global Holdings reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q4 2025 after selling out during the quarter.
Crossmark Global Holdings sold 6,133 PIMCO Municipal Income Opportunities Active ETF shares in Q4 2025, an estimated $277K.
Crossmark Global Holdings first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2025 and held it in 3 quarters.
Crossmark Global Holdings's PIMCO Municipal Income Opportunities Active ETF position peaked at $462K in Q1 2025.
136 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.