Kestra Advisory Services’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Kestra Advisory Services’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	$3.51M	Buy	76,780 +64,876	+545%	+$2.95M	0.01%	1029
2026 Q1	$538K	Buy	11,904 +8,314	+232%	+$379K	﹤0.01%	2161
2025 Q4	$163K	Buy	+3,590	New	+$163K	﹤0.01%	3055
2025 Q3	–	Sell	-14,871	Closed	-$658K	–	2976
2025 Q2	$658K	Buy	14,871 +7,875	+113%	+$347K	﹤0.01%	1782
2025 Q1	$313K	Sell	6,996 -5,073	-42%	-$229K	﹤0.01%	2144
2024 Q4	$544K	Buy	12,069 +5,684	+89%	+$259K	﹤0.01%	1816
2024 Q3	$295K	Buy	6,385 +812	+15%	+$37.1K	﹤0.01%	2102
2024 Q2	$253K	Buy	5,573 +621	+13%	+$28.1K	﹤0.01%	2235
2024 Q1	$226K	Buy	+4,952	New	+$225K	﹤0.01%	2196

Other funds holding MINO

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWM

CarsonAllaria Wealth Management Glen Carbon, Illinois $231M AUM 20.96% 1-Year Est. Return

TNA

True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

Kestra Advisory Services's MINO Position: Q2 2026 in Review

Kestra Advisory Services increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 545% in Q2 2026, buying an estimated $2.95M and bringing the position to 76,780 shares worth $3.51M. The position accounts for 0.01% of the portfolio, ranked #1029.

Kestra Advisory Services first reported a position in MINO in Q1 2024 and has held it in 9 quarters since. 79 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

Kestra Advisory Services held 76,780 shares of PIMCO Municipal Income Opportunities Active ETF worth $3.51M as of Q2 2026.
Kestra Advisory Services bought 64,876 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $2.95M.
PIMCO Municipal Income Opportunities Active ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1029 holding.
Kestra Advisory Services first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2024 and has held it in 9 quarters since.
79 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.