Envestnet Asset Management
MINO icon

Envestnet Asset Management’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Envestnet Asset 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
Q2 		$39M Buy
851,522
+355,402
+72% +$16.1M 0.01% 999
2026
Q1 		$22.4M Buy
496,120
+283,987
+134% +$12.9M 0.01% 1272
2025
Q4 		$9.61M Sell
212,133
-90,491
-30% -$4.12M ﹤0.01% 1714
2025
Q3 		$13.7M Buy
302,624
+109,904
+57% +$4.87M ﹤0.01% 1556
2025
Q2 		$8.52M Buy
192,720
+14,050
+8% +$619K ﹤0.01% 1833
2025
Q1 		$7.99M Buy
178,670
+55,832
+45% +$2.52M ﹤0.01% 1811
2024
Q4 		$5.54M Buy
122,838
+29,542
+32% +$1.35M ﹤0.01% 2036
2024
Q3 		$4.31M Buy
93,296
+7,195
+8% +$329K ﹤0.01% 2196
2024
Q2 		$3.91M Buy
86,101
+30,789
+56% +$1.39M ﹤0.01% 2192
2024
Q1 		$2.52M Sell
55,312
-42,764
-44% -$1.95M ﹤0.01% 2433
2023
Q4 		$4.45M Buy
98,076
+47,849
+95% +$2.09M ﹤0.01% 1977
2023
Q3 		$2.16M Buy
50,227
+45,398
+940% +$2M ﹤0.01% 2342
2023
Q2 		$215K Buy
+4,829
New +$215K ﹤0.01% 3664

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management's MINO Position: Q2 2026 in Review

Envestnet Asset Management increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 72% in Q2 2026, buying an estimated $16.1M and bringing the position to 851,522 shares worth $39M. The position accounts for 0.01% of the portfolio, ranked #999.

Envestnet Asset Management first reported a position in MINO in Q2 2023 and has held it in 13 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Envestnet Asset Management held 851,522 shares of PIMCO Municipal Income Opportunities Active ETF worth $39M as of Q2 2026.
  • Envestnet Asset Management bought 355,402 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $16.1M.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #999 holding.
  • Envestnet Asset Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2023 and has held it in 13 quarters since.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.