LWMNY
MINO icon

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
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
-32,114
-77% -$1.43M 0.53% 26
2022
Q1 		$983K Buy
+41,516
New +$2M 0.52% 40

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.63B AUM 24.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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 $712M AUM 21.1% 1-Year Est. Return