MAV
MINO icon

Mason & Associates (Virginia)’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Mason & Associates (Virginia)’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 		$2.49M Buy
54,508
+7,685
+16% +$349K 0.52% 17
2026
Q1 		$2.11M Buy
46,823
+4,527
+11% +$206K 0.48% 17
2025
Q4 		$1.92M Sell
42,296
-3,934
-9% -$179K 0.44% 19
2025
Q3 		$2.04M Hold
46,230
– – 0.51% 16
2025
Q2 		$2.04M Buy
+46,230
New +$2.04M 0.51% 16

Other funds holding MINO

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Mason & Associates (Virginia)'s MINO Position: Q2 2026 in Review

Mason & Associates (Virginia) increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 16% in Q2 2026, buying an estimated $349K and bringing the position to 54,508 shares worth $2.49M. The position accounts for 0.52% of the portfolio, ranked #17.

Mason & Associates (Virginia) first reported a position in MINO in Q2 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Mason & Associates (Virginia) held 54,508 shares of PIMCO Municipal Income Opportunities Active ETF worth $2.49M as of Q2 2026.
  • Mason & Associates (Virginia) bought 7,685 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $349K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.52% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #17 holding.
  • Mason & Associates (Virginia) first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 37 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.