MW
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MBL Wealth’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

MBL Wealth’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
2022
Q4 		– Sell
-5,385
Closed -$229K – 168
2022
Q3 		$229K Sell
5,385
-49,715
-90% -$2.2M 0.05% 141
2022
Q2 		$2.43M Buy
+55,100
New +$2.46M 0.61% 39

Other funds holding MINO

WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $202M AUM 15.75% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MBL Wealth's MINO Position: Q4 2022 in Review

MBL Wealth sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q4 2022, closing a stake of 5,385 shares — an estimated $229K sold.

MBL Wealth first reported a position in MINO in Q2 2022 and held it in 2 quarters. The position peaked at $2.43M in Q2 2022. 23 funds tracked by Wall St. Rank hold MINO as of Q4 2022.

  • MBL Wealth reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q4 2022 after selling out during the quarter.
  • MBL Wealth sold 5,385 PIMCO Municipal Income Opportunities Active ETF shares in Q4 2022, an estimated $229K.
  • MBL Wealth first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2022 and held it in 2 quarters.
  • MBL Wealth's PIMCO Municipal Income Opportunities Active ETF position peaked at $2.43M in Q2 2022.
  • 23 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q4 2022.

Based on MBL Wealth's 13F filing for Q4 2022, filed 12 Jan 2023.