BFC Planning, Inc.’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

BFC Planning, Inc.’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	$373K	Buy	8,143 +1,331	+20%	+$60.5K	0.02%	715
2026 Q1	$308K	Buy	6,812 +3,334	+96%	+$152K	0.01%	728
2025 Q4	$158K	Buy	3,478 +34	+1%	+$1.55K	0.01%	959
2025 Q3	$156K	Buy	3,444 +33	+1%	+$1.46K	0.01%	760
2025 Q2	$151K	Buy	+3,411	New	+$150K	0.01%	730

Other funds holding MINO

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 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

BFC Planning, Inc.'s MINO Position: Q2 2026 in Review

BFC Planning, Inc. increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 20% in Q2 2026, buying an estimated $60.5K and bringing the position to 8,143 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #715.

BFC Planning, Inc. first reported a position in MINO in Q2 2025 and has held it in 5 quarters since. 167 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

BFC Planning, Inc. held 8,143 shares of PIMCO Municipal Income Opportunities Active ETF worth $373K as of Q2 2026.
BFC Planning, Inc. bought 1,331 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $60.5K.
PIMCO Municipal Income Opportunities Active ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #715 holding.
BFC Planning, Inc. first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2025 and has held it in 5 quarters since.
167 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.