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

EverSource 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 		$160K Buy
+3,500
New +$159K 0.01% 1123

Other funds holding MINO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

EverSource Wealth Advisors opened a new position in PIMCO Municipal Income Opportunities Active ETF (MINO) in Q2 2026: 3,500 shares worth $160K. The stake represents 0.01% of the portfolio and ranks #1123 among its holdings.

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

  • EverSource Wealth Advisors held 3,500 shares of PIMCO Municipal Income Opportunities Active ETF worth $160K as of Q2 2026.
  • PIMCO Municipal Income Opportunities Active ETF was a new EverSource Wealth Advisors position in Q2 2026.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1123 holding.
  • 93 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.