GeoWealth Management’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

GeoWealth 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
2026 Q1	$7.22M	Buy	159,803 +12,422	+8%	+$566K	0.26%	49
2025 Q4	$6.68M	Sell	147,381 -923	-0.6%	-$42K	0.25%	52
2025 Q3	$6.72M	Buy	148,304 +5,172	+4%	+$229K	0.25%	54
2025 Q2	$6.33M	Buy	+143,132	New	+$6.31M	0.25%	52
2025 Q1	–	Sell	-1,265	Closed	-$57K	–	1511
2024 Q4	$57K	Buy	1,265 +490	+63%	+$22.3K	﹤0.01%	1124
2024 Q3	$35.8K	Buy	775 +394	+103%	+$18K	﹤0.01%	1168
2024 Q2	$17.3K	Buy	+381	New	+$17.2K	﹤0.01%	843
2024 Q1	–	Sell	-38	Closed	-$2K	–	886
2023 Q4	$2K	Buy	38 +3	+9%	+$131	﹤0.01%	668
2023 Q3	$2K	Buy	+35	New	+$1.54K	﹤0.01%	472

Other funds holding MINO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

GeoWealth Management's MINO Position: Q1 2026 in Review

GeoWealth Management increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 8.4% in Q1 2026, buying an estimated $566K and bringing the position to 159,803 shares worth $7.22M. The position accounts for 0.26% of the portfolio, ranked #49.

GeoWealth Management first reported a position in MINO in Q3 2023 and has held it in 9 quarters since. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

GeoWealth Management held 159,803 shares of PIMCO Municipal Income Opportunities Active ETF worth $7.22M as of Q1 2026.
GeoWealth Management bought 12,422 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2026, an estimated $566K.
PIMCO Municipal Income Opportunities Active ETF made up 0.26% of GeoWealth Management's portfolio in Q1 2026, its #49 holding.
GeoWealth Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2023 and has held it in 9 quarters since.
143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.