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 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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Great Valley Advisor Group's MINO Position: Q2 2026 in Review

Great Valley Advisor Group increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 17% in Q2 2026, buying an estimated $3.81M and bringing the position to 576,657 shares worth $26.4M. The position accounts for 0.42% of the portfolio, ranked #64.

Great Valley Advisor Group first reported a position in MINO in Q2 2025 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

Great Valley Advisor Group held 576,657 shares of PIMCO Municipal Income Opportunities Active ETF worth $26.4M as of Q2 2026.
Great Valley Advisor Group bought 83,881 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $3.81M.
PIMCO Municipal Income Opportunities Active ETF made up 0.42% of Great Valley Advisor Group's portfolio in Q2 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 5 quarters since.
165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.