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 Q2	$9.62M	Buy	210,199 +50,396	+32%	+$2.29M	0.3%	47
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 $445B AUM 25.58% 1-Year Est. Return

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

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 $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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

GeoWealth Management's MINO Position: Q2 2026 in Review

GeoWealth Management increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 32% in Q2 2026, buying an estimated $2.29M and bringing the position to 210,199 shares worth $9.62M. The position accounts for 0.3% of the portfolio, ranked #47.

GeoWealth Management first reported a position in MINO in Q3 2023 and has held it in 10 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

GeoWealth Management held 210,199 shares of PIMCO Municipal Income Opportunities Active ETF worth $9.62M as of Q2 2026.
GeoWealth Management bought 50,396 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $2.29M.
PIMCO Municipal Income Opportunities Active ETF made up 0.3% of GeoWealth Management's portfolio in Q2 2026, its #47 holding.
GeoWealth Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2023 and has held it in 10 quarters since.
165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.