IA
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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
Q2 		$93.2K Hold
2,036
– – ﹤0.01% 2028
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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

IFP Advisors's MINO Position: Q2 2026 in Review

IFP Advisors held its PIMCO Municipal Income Opportunities Active ETF (MINO) position steady in Q2 2026 at 2,036 shares worth $93.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

IFP Advisors first reported a position in MINO in Q1 2022 and has held it in 18 quarters since. The position peaked at $166K in Q4 2024. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • IFP Advisors held 2,036 shares of PIMCO Municipal Income Opportunities Active ETF worth $93.2K as of Q2 2026.
  • IFP Advisors left its PIMCO Municipal Income Opportunities Active ETF share count unchanged in Q2 2026.
  • PIMCO Municipal Income Opportunities Active ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2028 holding.
  • IFP Advisors first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2022 and has held it in 18 quarters since.
  • IFP Advisors's PIMCO Municipal Income Opportunities Active ETF position peaked at $166K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.