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EP Wealth Advisors’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

EP Wealth Advisors’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 		$253K Buy
+5,532
New +$251K ﹤0.01% 1383

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

EP Wealth Advisors's MINO Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in PIMCO Municipal Income Opportunities Active ETF (MINO) in Q2 2026: 5,532 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #1383 among its holdings.

165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • EP Wealth Advisors held 5,532 shares of PIMCO Municipal Income Opportunities Active ETF worth $253K as of Q2 2026.
  • PIMCO Municipal Income Opportunities Active ETF was a new EP Wealth Advisors position in Q2 2026.
  • PIMCO Municipal Income Opportunities Active ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1383 holding.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.