FHA
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First Horizon Advisors’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

First Horizon 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
2024
Q4 		– Sell
-2,761
Closed -$127K – 2328
2024
Q3 		$127K Buy
+2,761
New +$126K ﹤0.01% 650

Other funds holding MINO

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $202M AUM 15.75% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First Horizon Advisors's MINO Position: Q4 2024 in Review

First Horizon Advisors sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q4 2024, closing a stake of 2,761 shares — an estimated $127K sold.

First Horizon Advisors first reported a position in MINO in Q3 2024 and held it in 1 quarter. The position peaked at $127K in Q3 2024. 84 funds tracked by Wall St. Rank hold MINO as of Q4 2024.

  • First Horizon Advisors reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q4 2024 after selling out during the quarter.
  • First Horizon Advisors sold 2,761 PIMCO Municipal Income Opportunities Active ETF shares in Q4 2024, an estimated $127K.
  • First Horizon Advisors first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2024 and held it in 1 quarter.
  • First Horizon Advisors's PIMCO Municipal Income Opportunities Active ETF position peaked at $127K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q4 2024.

Based on First Horizon Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.