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Golden State Equity Partners’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Golden State Equity 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
2026
Q2 		– Sell
-43,499
Closed -$1.96M – 1174
2026
Q1 		$1.96M Buy
43,499
+31,783
+271% +$1.45M 0.15% 159
2025
Q4 		$531K Buy
+11,716
New +$533K 0.09% 270

Other funds holding MINO

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Golden State Equity Partners's MINO Position: Q2 2026 in Review

Golden State Equity Partners sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q2 2026, closing a stake of 43,499 shares — an estimated $1.96M sold.

Golden State Equity Partners first reported a position in MINO in Q4 2025 and held it in 2 quarters. The position peaked at $1.96M in Q1 2026. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Golden State Equity Partners reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 43,499 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $1.96M.
  • Golden State Equity Partners first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2025 and held it in 2 quarters.
  • Golden State Equity Partners's PIMCO Municipal Income Opportunities Active ETF position peaked at $1.96M in Q1 2026.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.