High Net Worth Advisory Group’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

High Net Worth Advisory 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	$915K	Hold	20,000	–	–	0.19%	112
2026 Q1	$903K	Hold	20,000	–	–	0.21%	106
2025 Q4	$906K	Buy	20,000 +13,978	+232%	+$636K	0.21%	104
2025 Q3	$273K	Hold	6,022	–	–	0.07%	198
2025 Q2	$266K	Hold	6,022	–	–	0.07%	190
2025 Q1	$269K	Hold	6,022	–	–	0.08%	182
2024 Q4	$271K	Hold	6,022	–	–	0.08%	179
2024 Q3	$278K	Hold	6,022	–	–	0.08%	180
2024 Q2	$274K	Hold	6,022	–	–	0.08%	171
2024 Q1	$275K	Buy	+6,022	New	+$274K	0.09%	170

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

High Net Worth Advisory Group's MINO Position: Q2 2026 in Review

High Net Worth Advisory Group held its PIMCO Municipal Income Opportunities Active ETF (MINO) position steady in Q2 2026 at 20,000 shares worth $915K. The position accounts for 0.19% of the portfolio, ranked #112.

High Net Worth Advisory Group first reported a position in MINO in Q1 2024 and has held it in 10 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

High Net Worth Advisory Group held 20,000 shares of PIMCO Municipal Income Opportunities Active ETF worth $915K as of Q2 2026.
High Net Worth Advisory Group left its PIMCO Municipal Income Opportunities Active ETF share count unchanged in Q2 2026.
PIMCO Municipal Income Opportunities Active ETF made up 0.19% of High Net Worth Advisory Group's portfolio in Q2 2026, its #112 holding.
High Net Worth Advisory Group first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2024 and has held it in 10 quarters since.
165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.