LWMI
MINO icon

Legacy Wealth Management (Idaho)’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-451
Closed -$20.4K – 643
2026
Q1 		$20.4K Buy
451
+98
+28% +$4.47K 0.01% 379
2025
Q4 		$16K Buy
+353
New +$16.1K 0.01% 359

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

Legacy Wealth Management (Idaho)'s MINO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q2 2026, closing a stake of 451 shares — an estimated $20.4K sold.

Legacy Wealth Management (Idaho) first reported a position in MINO in Q4 2025 and held it in 2 quarters. The position peaked at $20.4K in Q1 2026. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 451 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $20.4K.
  • Legacy Wealth Management (Idaho) first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s PIMCO Municipal Income Opportunities Active ETF position peaked at $20.4K in Q1 2026.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.