White Sand Wealth Management LLC’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

White Sand Wealth Management LLC’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 Q3	$873K	Buy	+20,504	New	+$913K	0.63%	19

Other funds holding MINO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

White Sand Wealth Management LLC's MINO Position: Q3 2026 in Review

White Sand Wealth Management LLC opened a new position in PIMCO Municipal Income Opportunities Active ETF (MINO) in Q3 2026: 20,504 shares worth $873K. The stake represents 0.63% of the portfolio and ranks #19 among its holdings.

170 funds tracked by Wall St. Rank hold MINO as of Q3 2026.

White Sand Wealth Management LLC held 20,504 shares of PIMCO Municipal Income Opportunities Active ETF worth $873K as of Q3 2026.
PIMCO Municipal Income Opportunities Active ETF was a new White Sand Wealth Management LLC position in Q3 2026.
PIMCO Municipal Income Opportunities Active ETF made up 0.63% of White Sand Wealth Management LLC's portfolio in Q3 2026, its #19 holding.
170 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2026.

Based on White Sand Wealth Management LLC's 13F filing for Q3 2026, filed 13 Nov 2026.