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Evergreen Wealth Partners’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Evergreen Wealth Partners’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 		$3.54M Buy
77,407
+2,419
+3% +$110K 2.13% 11
2026
Q1 		$3.39M Buy
74,988
+22,215
+42% +$1.01M 2.59% 8
2025
Q4 		$2.39M Buy
+52,773
New +$2.4M 2.01% 13

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

Evergreen Wealth Partners's MINO Position: Q2 2026 in Review

Evergreen Wealth Partners increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 3.2% in Q2 2026, buying an estimated $110K and bringing the position to 77,407 shares worth $3.54M. The position accounts for 2.13% of the portfolio, ranked #11.

Evergreen Wealth Partners first reported a position in MINO in Q4 2025 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Evergreen Wealth Partners held 77,407 shares of PIMCO Municipal Income Opportunities Active ETF worth $3.54M as of Q2 2026.
  • Evergreen Wealth Partners bought 2,419 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $110K.
  • PIMCO Municipal Income Opportunities Active ETF made up 2.13% of Evergreen Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • Evergreen Wealth Partners first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.