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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
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 $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

Laurel Wealth Planning's MINO Position: Q1 2026 in Review

Laurel Wealth Planning increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 2% in Q1 2026, buying an estimated $45.9K and bringing the position to 50,255 shares worth $2.27M. The position accounts for 1.2% of the portfolio, ranked #27.

Laurel Wealth Planning first reported a position in MINO in Q1 2024 and has held it in 9 quarters since. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

  • Laurel Wealth Planning held 50,255 shares of PIMCO Municipal Income Opportunities Active ETF worth $2.27M as of Q1 2026.
  • Laurel Wealth Planning bought 1,006 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2026, an estimated $45.9K.
  • PIMCO Municipal Income Opportunities Active ETF made up 1.2% of Laurel Wealth Planning's portfolio in Q1 2026, its #27 holding.
  • Laurel Wealth Planning first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2024 and has held it in 9 quarters since.
  • 143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.