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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
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
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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Great Valley Advisor Group's MINO Position: Q1 2026 in Review

Great Valley Advisor Group increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 4.2% in Q1 2026, buying an estimated $897K and bringing the position to 492,776 shares worth $22.3M. The position accounts for 0.4% of the portfolio, ranked #64.

Great Valley Advisor Group first reported a position in MINO in Q2 2025 and has held it in 4 quarters since. The position peaked at $25.2M in Q3 2025. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

  • Great Valley Advisor Group held 492,776 shares of PIMCO Municipal Income Opportunities Active ETF worth $22.3M as of Q1 2026.
  • Great Valley Advisor Group bought 19,685 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2026, an estimated $897K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.4% of Great Valley Advisor Group's portfolio in Q1 2026, its #64 holding.
  • Great Valley Advisor Group first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2025 and has held it in 4 quarters since.
  • Great Valley Advisor Group's PIMCO Municipal Income Opportunities Active ETF position peaked at $25.2M in Q3 2025.
  • 143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.