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Laurel Wealth Planning’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Laurel Wealth Planning’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 		$2.33M Buy
50,818
+563
+1% +$25.6K 1.03% 31
2026
Q1 		$2.27M Buy
50,255
+1,006
+2% +$45.9K 1.2% 27
2025
Q4 		$2.23M Buy
49,249
+3,533
+8% +$161K 1.24% 27
2025
Q3 		$2.07M Buy
45,716
+7,127
+18% +$316K 1.1% 28
2025
Q2 		$1.71M Buy
38,589
+117
+0.3% +$5.16K 0.97% 29
2025
Q1 		$1.72M Buy
38,472
+8,854
+30% +$400K 1.14% 28
2024
Q4 		$1.33M Buy
29,618
+10,224
+53% +$466K 0.86% 31
2024
Q3 		$895K Buy
19,394
+523
+3% +$23.9K 0.58% 33
2024
Q2 		$857K Buy
18,871
+10,497
+125% +$475K 0.6% 33
2024
Q1 		$382K Buy
+8,374
New +$381K 0.25% 42

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

Laurel Wealth Planning's MINO Position: Q2 2026 in Review

Laurel Wealth Planning increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 1.1% in Q2 2026, buying an estimated $25.6K and bringing the position to 50,818 shares worth $2.33M. The position accounts for 1.03% of the portfolio, ranked #31.

Laurel Wealth Planning first reported a position in MINO in Q1 2024 and has held it in 10 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Laurel Wealth Planning held 50,818 shares of PIMCO Municipal Income Opportunities Active ETF worth $2.33M as of Q2 2026.
  • Laurel Wealth Planning bought 563 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $25.6K.
  • PIMCO Municipal Income Opportunities Active ETF made up 1.03% of Laurel Wealth Planning's portfolio in Q2 2026, its #31 holding.
  • Laurel Wealth Planning first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2024 and has held it in 10 quarters since.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.