IA
MINO icon

IFP Advisors’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

IFP Advisors’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 		$92K Sell
2,036
-110
-5% -$5.01K ﹤0.01% 1895
2025
Q4 		$97.3K Sell
2,146
-44
-2% -$2K ﹤0.01% 1808
2025
Q3 		$99.2K Sell
2,190
-1,119
-34% -$49.6K ﹤0.01% 1684
2025
Q2 		$146K Sell
3,309
-288
-8% -$12.7K ﹤0.01% 1423
2025
Q1 		$161K Sell
3,597
-78
-2% -$3.52K 0.01% 1276
2024
Q4 		$166K Buy
3,675
+2,292
+166% +$104K 0.01% 1221
2024
Q3 		$63.8K Buy
1,383
+13
+0.9% +$594 ﹤0.01% 1614
2024
Q2 		$62.2K Buy
1,370
+14
+1% +$633 ﹤0.01% 1574
2024
Q1 		$61.9K Buy
1,356
+13
+1% +$591 ﹤0.01% 1496
2023
Q4 		$61K Buy
1,343
+13
+1% +$567 ﹤0.01% 1465
2023
Q3 		$57.1K Buy
1,330
+13
+1% +$573 ﹤0.01% 1497
2023
Q2 		$58.7K Buy
1,317
+13
+1% +$578 ﹤0.01% 1538
2023
Q1 		$65.2K Sell
1,304
-1,704
-57% -$75.6K ﹤0.01% 1442
2022
Q4 		$149K Buy
3,008
+1,374
+84% +$59.2K ﹤0.01% 1511
2022
Q3 		$84K Buy
1,634
+583
+55% +$25.9K ﹤0.01% 1984
2022
Q2 		$53K Hold
1,051
– – ﹤0.01% 2127
2022
Q1 		$53K Buy
+1,051
New +$50.6K ﹤0.01% 2127

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.63B AUM 24.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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 $712M AUM 21.1% 1-Year Est. Return