Lokken Investment Group’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Lokken Investment Group’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
2025 Q3	$1.97M	Buy	43,368 +4,216	+11%	+$187K	0.67%	38
2025 Q2	$1.73M	Sell	39,152 -11,247	-22%	-$496K	0.67%	37
2025 Q1	$2.25M	Buy	50,399 +1,967	+4%	+$88.9K	0.95%	25
2024 Q4	$2.18M	Buy	48,432 +31,000	+178%	+$1.41M	0.94%	30
2024 Q3	$805K	Sell	17,432 -458	-3%	-$20.9K	0.34%	70
2024 Q2	$813K	Buy	17,890 +3,823	+27%	+$173K	0.38%	68
2024 Q1	$642K	Buy	+14,067	New	+$640K	0.32%	73

Other funds holding MINO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Lokken Investment Group's MINO Position: Q3 2025 in Review

Lokken Investment Group increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 11% in Q3 2025, buying an estimated $187K and bringing the position to 43,368 shares worth $1.97M. The position accounts for 0.67% of the portfolio, ranked #38.

Lokken Investment Group first reported a position in MINO in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.25M in Q1 2025. 109 funds tracked by Wall St. Rank hold MINO as of Q3 2025.

Lokken Investment Group held 43,368 shares of PIMCO Municipal Income Opportunities Active ETF worth $1.97M as of Q3 2025.
Lokken Investment Group bought 4,216 PIMCO Municipal Income Opportunities Active ETF shares in Q3 2025, an estimated $187K.
PIMCO Municipal Income Opportunities Active ETF made up 0.67% of Lokken Investment Group's portfolio in Q3 2025, its #38 holding.
Lokken Investment Group first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2024 and has held it in 7 quarters since.
Lokken Investment Group's PIMCO Municipal Income Opportunities Active ETF position peaked at $2.25M in Q1 2025.
109 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.