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Krilogy Financial’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Krilogy Financial’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 		– Sell
-6,150
Closed -$280K – 1030
2025
Q4 		$280K Hold
6,150
– – 0.01% 749
2025
Q3 		$280K Buy
+6,150
New +$272K 0.01% 707
2024
Q3 		– Sell
-13,050
Closed -$593K – 229
2024
Q2 		$593K Buy
+13,050
New +$590K 0.04% 197

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 $374B AUM 17.66% 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

Krilogy Financial's MINO Position: Q1 2026 in Review

Krilogy Financial sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q1 2026, closing a stake of 6,150 shares — an estimated $280K sold.

Krilogy Financial first reported a position in MINO in Q2 2024 and held it in 3 quarters. The position peaked at $593K in Q2 2024. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

  • Krilogy Financial reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q1 2026 after selling out during the quarter.
  • Krilogy Financial sold 6,150 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2026, an estimated $280K.
  • Krilogy Financial first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2024 and held it in 3 quarters.
  • Krilogy Financial's PIMCO Municipal Income Opportunities Active ETF position peaked at $593K in Q2 2024.
  • 143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.