Great Valley Advisor Group’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Great Valley Advisor Group’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 Q3	$23.4M	Sell	550,419 -26,238	-5%	-$1.17M	0.34%	75
2026 Q2	$26.4M	Buy	576,657 +83,881	+17%	+$3.81M	0.42%	64
2026 Q1	$22.3M	Buy	492,776 +19,685	+4%	+$897K	0.4%	64
2025 Q4	$21.4M	Sell	473,091 -84,167	-15%	-$3.83M	0.41%	64
2025 Q3	$25.2M	Buy	557,258 +142,529	+34%	+$6.31M	0.51%	52
2025 Q2	$18.3M	Buy	+414,729	New	+$18.3M	0.41%	62

Other funds holding MINO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Bridgewealth Advisory Group Fresno, California $535M AUM 8.23% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return

Great Valley Advisor Group's MINO Position: Q3 2026 in Review

Great Valley Advisor Group reduced its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 4.6% in Q3 2026, selling an estimated $1.17M and leaving 550,419 shares worth $23.4M. The position accounts for 0.34% of the portfolio, ranked #75.

Great Valley Advisor Group first reported a position in MINO in Q2 2025 and has held it in 6 quarters since. The position peaked at $26.4M in Q2 2026. 112 funds tracked by Wall St. Rank hold MINO as of Q3 2026.

Great Valley Advisor Group held 550,419 shares of PIMCO Municipal Income Opportunities Active ETF worth $23.4M as of Q3 2026.
Great Valley Advisor Group sold 26,238 PIMCO Municipal Income Opportunities Active ETF shares in Q3 2026, an estimated $1.17M.
PIMCO Municipal Income Opportunities Active ETF made up 0.34% of Great Valley Advisor Group's portfolio in Q3 2026, its #75 holding.
Great Valley Advisor Group first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2025 and has held it in 6 quarters since.
Great Valley Advisor Group's PIMCO Municipal Income Opportunities Active ETF position peaked at $26.4M in Q2 2026.
112 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.