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Kelman-Lazarov Inc’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Kelman-Lazarov Inc’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 		$754K Hold
16,697
– – 0.11% 75
2025
Q4 		$757K Sell
16,697
-870
-5% -$39.6K 0.11% 74
2025
Q3 		$796K Buy
17,567
+9,937
+130% +$440K 0.12% 67
2025
Q2 		$337K Buy
+7,630
New +$336K 0.05% 95

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $781M AUM 26.78% 1-Year Est. Return

Kelman-Lazarov Inc's MINO Position: Q1 2026 in Review

Kelman-Lazarov Inc held its PIMCO Municipal Income Opportunities Active ETF (MINO) position steady in Q1 2026 at 16,697 shares worth $754K. The position accounts for 0.11% of the portfolio, ranked #75.

Kelman-Lazarov Inc first reported a position in MINO in Q2 2025 and has held it in 4 quarters since. The position peaked at $796K in Q3 2025. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

  • Kelman-Lazarov Inc held 16,697 shares of PIMCO Municipal Income Opportunities Active ETF worth $754K as of Q1 2026.
  • Kelman-Lazarov Inc left its PIMCO Municipal Income Opportunities Active ETF share count unchanged in Q1 2026.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.11% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #75 holding.
  • Kelman-Lazarov Inc first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2025 and has held it in 4 quarters since.
  • Kelman-Lazarov Inc's PIMCO Municipal Income Opportunities Active ETF position peaked at $796K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.