Kovitz Investment Group Partners
MINO icon

Kovitz Investment Group Partners’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-281,260
Closed -$12.7M – 981
2025
Q3 		$12.7M Sell
281,260
-3,488
-1% -$154K 0.05% 286
2025
Q2 		$12.6M Buy
284,748
+84,798
+42% +$3.74M 0.05% 265
2025
Q1 		$8.94M Buy
199,950
+81,892
+69% +$3.7M 0.04% 292
2024
Q4 		$5.32M Buy
+118,058
New +$5.38M 0.03% 386

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GVAG
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Focus Partners Wealth
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Wealth Enhancement Advisory Services
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Kovitz Investment Group Partners's MINO Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q4 2025, closing a stake of 281,260 shares — an estimated $12.7M sold.

Kovitz Investment Group Partners first reported a position in MINO in Q4 2024 and held it in 4 quarters. The position peaked at $12.7M in Q3 2025. 136 funds tracked by Wall St. Rank hold MINO as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 281,260 PIMCO Municipal Income Opportunities Active ETF shares in Q4 2025, an estimated $12.7M.
  • Kovitz Investment Group Partners first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's PIMCO Municipal Income Opportunities Active ETF position peaked at $12.7M in Q3 2025.
  • 136 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.