Focus Partners Wealth
MINO icon

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

Focus Partners Wealth’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 		$13.1M Sell
286,220
-10,385
-4% -$472K 0.01% 623
2026
Q1 		$13.4M Buy
296,605
+6,861
+2% +$313K 0.01% 624
2025
Q4 		$13.1M Buy
+289,744
New +$13.2M 0.02% 610

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Focus Partners Wealth reduced its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 3.5% in Q2 2026, selling an estimated $472K and leaving 286,220 shares worth $13.1M. The position accounts for 0.01% of the portfolio, ranked #623.

Focus Partners Wealth first reported a position in MINO in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.4M in Q1 2026. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Focus Partners Wealth held 286,220 shares of PIMCO Municipal Income Opportunities Active ETF worth $13.1M as of Q2 2026.
  • Focus Partners Wealth sold 10,385 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $472K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #623 holding.
  • Focus Partners Wealth first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's PIMCO Municipal Income Opportunities Active ETF position peaked at $13.4M in Q1 2026.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.