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Financial Advocates Investment Management’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-17,606
Closed -$779K – 378
2025
Q2 		$779K Buy
+17,606
New +$776K 0.06% 271

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Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Financial Advocates Investment Management's MINO Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q3 2025, closing a stake of 17,606 shares — an estimated $779K sold.

Financial Advocates Investment Management first reported a position in MINO in Q2 2025 and held it in 1 quarter. The position peaked at $779K in Q2 2025. 109 funds tracked by Wall St. Rank hold MINO as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 17,606 PIMCO Municipal Income Opportunities Active ETF shares in Q3 2025, an estimated $779K.
  • Financial Advocates Investment Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's PIMCO Municipal Income Opportunities Active ETF position peaked at $779K in Q2 2025.
  • 109 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.