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

Crown Wealth Group’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
2024
Q4 		– Sell
-17,648
Closed -$815K – 120
2024
Q3 		$815K Buy
17,648
+5,222
+42% +$239K 0.35% 47
2024
Q2 		$565K Sell
12,426
-2,786
-18% -$126K 0.28% 49
2024
Q1 		$694K Buy
+15,212
New +$692K 0.36% 39
2022
Q2 		– Sell
-6,605
Closed -$306K – 92
2022
Q1 		$306K Hold
6,605
– – 0.21% 68
2021
Q4 		$330K Buy
+6,605
New +$328K 0.31% 56

Other funds holding MINO

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $231M AUM 20.96% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Crown Wealth Group's MINO Position: Q4 2024 in Review

Crown Wealth Group sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q4 2024, closing a stake of 17,648 shares — an estimated $815K sold.

Crown Wealth Group first reported a position in MINO in Q4 2021 and held it in 5 quarters. The position peaked at $815K in Q3 2024. 84 funds tracked by Wall St. Rank hold MINO as of Q4 2024.

  • Crown Wealth Group reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q4 2024 after selling out during the quarter.
  • Crown Wealth Group sold 17,648 PIMCO Municipal Income Opportunities Active ETF shares in Q4 2024, an estimated $815K.
  • Crown Wealth Group first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2021 and held it in 5 quarters.
  • Crown Wealth Group's PIMCO Municipal Income Opportunities Active ETF position peaked at $815K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q4 2024.

Based on Crown Wealth Group's 13F filing for Q4 2024, filed 5 Feb 2025.