Meriwether Wealth & Planning
MINO icon

Meriwether Wealth & Planning’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Meriwether Wealth & Planning’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 		$61.2K Buy
+1,436
New +$64K 0.03% 239

Other funds holding MINO

Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return
True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Meriwether Wealth & Planning's MINO Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in PIMCO Municipal Income Opportunities Active ETF (MINO) in Q3 2026: 1,436 shares worth $61.2K. The stake represents 0.03% of the portfolio and ranks #239 among its holdings.

56 funds tracked by Wall St. Rank hold MINO as of Q3 2026.

  • Meriwether Wealth & Planning held 1,436 shares of PIMCO Municipal Income Opportunities Active ETF worth $61.2K as of Q3 2026.
  • PIMCO Municipal Income Opportunities Active ETF was a new Meriwether Wealth & Planning position in Q3 2026.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.03% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #239 holding.
  • 56 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.