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Landmark Wealth Management (New York)’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Landmark Wealth Management (New York)’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 		$1.19M Sell
26,094
-278
-1% -$12.6K 0.29% 65
2026
Q1 		$1.19M Buy
26,372
+5,861
+29% +$267K 0.32% 58
2025
Q4 		$930K Buy
20,511
+276
+1% +$12.6K 0.36% 46
2025
Q3 		$917K Sell
20,235
-2,202
-10% -$97.5K 0.36% 47
2025
Q2 		$992K Buy
22,437
+2,519
+13% +$111K 0.42% 45
2025
Q1 		$891K Buy
19,918
+1,086
+6% +$49.1K 0.39% 45
2024
Q4 		$849K Sell
18,832
-555
-3% -$25.3K 0.38% 45
2024
Q3 		$895K Sell
19,387
-711
-4% -$32.5K 0.39% 45
2024
Q2 		$913K Buy
20,098
+5
+0% +$226 0.71% 30
2024
Q1 		$917K Buy
20,093
+298
+2% +$13.6K 0.42% 43
2023
Q4 		$899K Buy
19,795
+3,279
+20% +$143K 0.44% 42
2023
Q3 		$709K Buy
16,516
+324
+2% +$14.3K 0.4% 47
2023
Q2 		$722K Buy
16,192
+287
+2% +$12.8K 0.64% 27
2023
Q1 		$707K Buy
15,905
+1,936
+14% +$85.9K 0.39% 43
2022
Q4 		$608K Buy
13,969
+1,965
+16% +$84.6K 0.44% 41
2022
Q3 		$511K Buy
12,004
+2,602
+28% +$115K 0.39% 40
2022
Q2 		$415K Sell
9,402
-11,356
-55% -$507K 0.53% 26
2022
Q1 		$962K Buy
+20,758
New +$1M 0.51% 39

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Landmark Wealth Management (New York)'s MINO Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 1.1% in Q2 2026, selling an estimated $12.6K and leaving 26,094 shares worth $1.19M. The position accounts for 0.29% of the portfolio, ranked #65.

Landmark Wealth Management (New York) first reported a position in MINO in Q1 2022 and has held it in 18 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Landmark Wealth Management (New York) held 26,094 shares of PIMCO Municipal Income Opportunities Active ETF worth $1.19M as of Q2 2026.
  • Landmark Wealth Management (New York) sold 278 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $12.6K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.29% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #65 holding.
  • Landmark Wealth Management (New York) first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2022 and has held it in 18 quarters since.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.