LWA
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LifeGoal Wealth Advisors’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

LifeGoal Wealth Advisors’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
Q3 		$737K Buy
+17,309
New +$771K 0.22% 59

Other funds holding MINO

SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

LifeGoal Wealth Advisors's MINO Position: Q3 2026 in Review

LifeGoal Wealth Advisors opened a new position in PIMCO Municipal Income Opportunities Active ETF (MINO) in Q3 2026: 17,309 shares worth $737K. The stake represents 0.22% of the portfolio and ranks #59 among its holdings.

11 funds tracked by Wall St. Rank hold MINO as of Q3 2026.

  • LifeGoal Wealth Advisors held 17,309 shares of PIMCO Municipal Income Opportunities Active ETF worth $737K as of Q3 2026.
  • PIMCO Municipal Income Opportunities Active ETF was a new LifeGoal Wealth Advisors position in Q3 2026.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.22% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #59 holding.
  • 11 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.