Econ Financial Services’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Econ Financial Services’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	$2.38M	Buy	52,078 +15,957	+44%	+$725K	1.11%	39
2026 Q1	$1.63M	Buy	36,121 +6,663	+23%	+$304K	0.76%	49
2025 Q4	$1.34M	Sell	29,458 -17,352	-37%	-$790K	0.67%	55
2025 Q3	$2.12M	Sell	46,810 -57	-0.1%	-$2.52K	1.06%	35
2025 Q2	$2.07M	Sell	46,867 -2,560	-5%	-$113K	1.07%	29
2025 Q1	$2.21M	Sell	49,427 -11,390	-19%	-$515K	1.18%	23
2024 Q4	$2.74M	Sell	60,817 -11,272	-16%	-$514K	1.57%	17
2024 Q3	$3.33M	Buy	72,089 +4,220	+6%	+$193K	1.86%	10
2024 Q2	$3.08M	Buy	67,869 +12,103	+22%	+$547K	1.91%	11
2024 Q1	$2.54M	Buy	+55,766	New	+$2.54M	1.58%	19

Other funds holding MINO

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

CWM

CarsonAllaria Wealth Management Glen Carbon, Illinois $231M AUM 20.96% 1-Year Est. Return

TNA

True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

Econ Financial Services's MINO Position: Q2 2026 in Review

Econ Financial Services increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 44% in Q2 2026, buying an estimated $725K and bringing the position to 52,078 shares worth $2.38M. The position accounts for 1.11% of the portfolio, ranked #39.

Econ Financial Services first reported a position in MINO in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.33M in Q3 2024. 79 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

Econ Financial Services held 52,078 shares of PIMCO Municipal Income Opportunities Active ETF worth $2.38M as of Q2 2026.
Econ Financial Services bought 15,957 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $725K.
PIMCO Municipal Income Opportunities Active ETF made up 1.11% of Econ Financial Services's portfolio in Q2 2026, its #39 holding.
Econ Financial Services first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2024 and has held it in 10 quarters since.
Econ Financial Services's PIMCO Municipal Income Opportunities Active ETF position peaked at $3.33M in Q3 2024.
79 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.