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Gladstone Institutional Advisory’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Gladstone Institutional Advisory’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 		$341K Buy
7,460
+2,762
+59% +$125K 0.01% 707
2026
Q1 		$212K Sell
4,698
-105
-2% -$4.79K 0.01% 788
2025
Q4 		$218K Buy
+4,803
New +$219K 0.01% 736

Other funds holding MINO

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Gladstone Institutional Advisory's MINO Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 59% in Q2 2026, buying an estimated $125K and bringing the position to 7,460 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #707.

Gladstone Institutional Advisory first reported a position in MINO in Q4 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Gladstone Institutional Advisory held 7,460 shares of PIMCO Municipal Income Opportunities Active ETF worth $341K as of Q2 2026.
  • Gladstone Institutional Advisory bought 2,762 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $125K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #707 holding.
  • Gladstone Institutional Advisory first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.