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LiftPoint Family Wealth Advisors’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

LiftPoint Family 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
Q2 		$1.3M Buy
28,498
+1,702
+6% +$77.3K 0.88% 23
2026
Q1 		$1.21M Sell
26,796
-57
-0.2% -$2.6K 1% 19
2025
Q4 		$1.22M Buy
+26,853
New +$1.22M 1.04% 21

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

LiftPoint Family Wealth Advisors's MINO Position: Q2 2026 in Review

LiftPoint Family Wealth Advisors increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 6.4% in Q2 2026, buying an estimated $77.3K and bringing the position to 28,498 shares worth $1.3M. The position accounts for 0.88% of the portfolio, ranked #23.

LiftPoint Family Wealth Advisors first reported a position in MINO in Q4 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • LiftPoint Family Wealth Advisors held 28,498 shares of PIMCO Municipal Income Opportunities Active ETF worth $1.3M as of Q2 2026.
  • LiftPoint Family Wealth Advisors bought 1,702 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $77.3K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.88% of LiftPoint Family Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • LiftPoint Family Wealth Advisors first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on LiftPoint Family Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.