DIM
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Delta Investment Management’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Delta Investment Management’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 		$301K Sell
6,663
-1,531
-19% -$69.8K 0.05% 200
2025
Q4 		$371K Buy
+8,194
New +$373K 0.06% 185

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 $424B AUM 22.96% 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

Delta Investment Management's MINO Position: Q1 2026 in Review

Delta Investment Management reduced its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 19% in Q1 2026, selling an estimated $69.8K and leaving 6,663 shares worth $301K. The position accounts for 0.05% of the portfolio, ranked #200.

Delta Investment Management first reported a position in MINO in Q4 2025 and has held it in 2 quarters since. The position peaked at $371K in Q4 2025. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

  • Delta Investment Management held 6,663 shares of PIMCO Municipal Income Opportunities Active ETF worth $301K as of Q1 2026.
  • Delta Investment Management sold 1,531 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2026, an estimated $69.8K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.05% of Delta Investment Management's portfolio in Q1 2026, its #200 holding.
  • Delta Investment Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2025 and has held it in 2 quarters since.
  • Delta Investment Management's PIMCO Municipal Income Opportunities Active ETF position peaked at $371K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.