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
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 $376B AUM 19.32% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.63B AUM 24.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 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 $712M AUM 21.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return