GRP
MINO icon

Global Retirement Partners’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Global Retirement Partners’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
2025
Q4 		$784K Buy
17,309
+125
+0.7% +$5.69K 0.01% 740
2025
Q3 		$779K Buy
17,184
+34
+0.2% +$1.51K 0.02% 618
2025
Q2 		$759K Buy
+17,150
New +$756K 0.02% 584

Other funds holding MINO

LPL Financial
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Global Retirement Partners's MINO Position: Q4 2025 in Review

Global Retirement Partners increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 0.73% in Q4 2025, buying an estimated $5.69K and bringing the position to 17,309 shares worth $784K. The position accounts for 0.01% of the portfolio, ranked #740.

Global Retirement Partners first reported a position in MINO in Q2 2025 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold MINO as of Q4 2025.

  • Global Retirement Partners held 17,309 shares of PIMCO Municipal Income Opportunities Active ETF worth $784K as of Q4 2025.
  • Global Retirement Partners bought 125 PIMCO Municipal Income Opportunities Active ETF shares in Q4 2025, an estimated $5.69K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #740 holding.
  • Global Retirement Partners first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2025 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.