Hedeker Wealth’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Hedeker Wealth’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	$830K	Sell	18,134 -33,616	-65%	-$1.53M	0.16%	71
2026 Q1	$2.34M	Buy	+51,750	New	+$2.36M	0.49%	54
2025 Q4	–	Sell	-37,269	Closed	-$1.69M	–	93
2025 Q3	$1.69M	Buy	37,269 +2,271	+6%	+$101K	0.35%	63
2025 Q2	$1.55M	Sell	34,998 -1,664	-5%	-$73.4K	0.36%	61
2025 Q1	$1.64M	Buy	36,662 +884	+2%	+$39.9K	0.44%	57
2024 Q4	$1.61M	Buy	35,778 +396	+1%	+$18K	0.4%	59
2024 Q3	$1.63M	Buy	35,382 +28,384	+406%	+$1.3M	0.43%	57
2024 Q2	$318K	Sell	6,998 -14,960	-68%	-$677K	0.09%	82
2024 Q1	$1M	Buy	+21,958	New	+$999K	0.29%	74

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 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

Hedeker Wealth's MINO Position: Q2 2026 in Review

Hedeker Wealth reduced its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 65% in Q2 2026, selling an estimated $1.53M and leaving 18,134 shares worth $830K. The position accounts for 0.16% of the portfolio, ranked #71.

Hedeker Wealth first reported a position in MINO in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.34M in Q1 2026. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

Hedeker Wealth held 18,134 shares of PIMCO Municipal Income Opportunities Active ETF worth $830K as of Q2 2026.
Hedeker Wealth sold 33,616 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $1.53M.
PIMCO Municipal Income Opportunities Active ETF made up 0.16% of Hedeker Wealth's portfolio in Q2 2026, its #71 holding.
Hedeker Wealth first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2024 and has held it in 9 quarters since.
Hedeker Wealth's PIMCO Municipal Income Opportunities Active ETF position peaked at $2.34M in Q1 2026.
165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Hedeker Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.