LWA
MINO icon

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

Lineweaver 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 		$1.53M Buy
35,955
+15,375
+75% +$685K 0.18% 103
2026
Q2 		$942K Buy
20,580
+1,708
+9% +$77.6K 0.11% 121
2026
Q1 		$852K Buy
+18,872
New +$860K 0.12% 119

Other funds holding MINO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

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

Lineweaver Wealth Advisors increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 75% in Q3 2026, buying an estimated $685K and bringing the position to 35,955 shares worth $1.53M. The position accounts for 0.18% of the portfolio, ranked #103.

Lineweaver Wealth Advisors first reported a position in MINO in Q1 2026 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold MINO as of Q3 2026.

  • Lineweaver Wealth Advisors held 35,955 shares of PIMCO Municipal Income Opportunities Active ETF worth $1.53M as of Q3 2026.
  • Lineweaver Wealth Advisors bought 15,375 PIMCO Municipal Income Opportunities Active ETF shares in Q3 2026, an estimated $685K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.18% of Lineweaver Wealth Advisors's portfolio in Q3 2026, its #103 holding.
  • Lineweaver Wealth Advisors first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2026 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2026.

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