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

Kestra Private Wealth 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
2025
Q2 		– Sell
-14,941
Closed -$668K – 1650
2025
Q1 		$668K Buy
14,941
+9,374
+168% +$424K 0.01% 839
2024
Q4 		$251K Buy
5,567
+627
+13% +$28.6K ﹤0.01% 1205
2024
Q3 		$228K Buy
+4,940
New +$226K ﹤0.01% 1209

Other funds holding MINO

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Kestra Private Wealth Services's MINO Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q2 2025, closing a stake of 14,941 shares — an estimated $668K sold.

Kestra Private Wealth Services first reported a position in MINO in Q3 2024 and held it in 3 quarters. The position peaked at $668K in Q1 2025. 104 funds tracked by Wall St. Rank hold MINO as of Q2 2025.

  • Kestra Private Wealth Services reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q2 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 14,941 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2025, an estimated $668K.
  • Kestra Private Wealth Services first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2024 and held it in 3 quarters.
  • Kestra Private Wealth Services's PIMCO Municipal Income Opportunities Active ETF position peaked at $668K in Q1 2025.
  • 104 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.