Envestnet Portfolio Solutions
MINO icon

Envestnet Portfolio Solutions’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Envestnet Portfolio Solutions’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 		$332K Buy
7,258
+59
+0.8% +$2.68K ﹤0.01% 1136
2026
Q1 		$325K Sell
7,199
-154
-2% -$7.02K ﹤0.01% 1079
2025
Q4 		$333K Hold
7,353
– – ﹤0.01% 1232
2025
Q3 		$333K Buy
7,353
+528
+8% +$23.4K ﹤0.01% 1195
2025
Q2 		$302K Sell
6,825
-913
-12% -$40.2K ﹤0.01% 1330
2025
Q1 		$346K Buy
7,738
+310
+4% +$14K ﹤0.01% 1222
2024
Q4 		$335K Buy
+7,428
New +$338K ﹤0.01% 1452

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Envestnet Portfolio Solutions's MINO Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 0.82% in Q2 2026, buying an estimated $2.68K and bringing the position to 7,258 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Envestnet Portfolio Solutions first reported a position in MINO in Q4 2024 and has held it in 7 quarters since. The position peaked at $346K in Q1 2025. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Envestnet Portfolio Solutions held 7,258 shares of PIMCO Municipal Income Opportunities Active ETF worth $332K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 59 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $2.68K.
  • PIMCO Municipal Income Opportunities Active ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1136 holding.
  • Envestnet Portfolio Solutions first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2024 and has held it in 7 quarters since.
  • Envestnet Portfolio Solutions's PIMCO Municipal Income Opportunities Active ETF position peaked at $346K in Q1 2025.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.