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

Mutual 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 Q2	$656K	Buy	14,342 +1,977	+16%	+$89.8K	0.01%	811
2026 Q1	$559K	Buy	12,365 +3,849	+45%	+$175K	0.01%	833
2025 Q4	$386K	Buy	8,516 +3,955	+87%	+$180K	0.01%	996
2025 Q3	$209K	Buy	+4,561	New	+$202K	﹤0.01%	1208

Other funds holding MINO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Mutual Advisors's MINO Position: Q2 2026 in Review

Mutual Advisors increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 16% in Q2 2026, buying an estimated $89.8K and bringing the position to 14,342 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #811.

Mutual Advisors first reported a position in MINO in Q3 2025 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

Mutual Advisors held 14,342 shares of PIMCO Municipal Income Opportunities Active ETF worth $656K as of Q2 2026.
Mutual Advisors bought 1,977 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $89.8K.
PIMCO Municipal Income Opportunities Active ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #811 holding.
Mutual Advisors first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2025 and has held it in 4 quarters since.
165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.