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

NewEdge 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	$20.9M	Buy	456,505 +47,330	+12%	+$2.15M	0.06%	292
2026 Q1	$18.5M	Buy	409,175 +205,603	+101%	+$9.37M	0.07%	279
2025 Q4	$9.23M	Buy	203,572 +29,747	+17%	+$1.35M	0.03%	454
2025 Q3	$7.88M	Buy	173,825 +169	+0.1%	+$7.49K	0.04%	468
2025 Q2	$7.68M	Buy	173,656 +38,139	+28%	+$1.68M	0.04%	436
2025 Q1	$6.06M	Buy	135,517 +13,232	+11%	+$598K	0.04%	446
2024 Q4	$5.51M	Buy	122,285 +2,653	+2%	+$121K	0.03%	467
2024 Q3	$5.52M	Buy	119,632 +32,671	+38%	+$1.49M	0.04%	434
2024 Q2	$3.95M	Buy	86,961 +57,776	+198%	+$2.61M	0.03%	518
2024 Q1	$1.33M	Sell	29,185 -2,761	-9%	-$126K	0.01%	855
2023 Q4	$1.45M	Buy	31,946 +13,740	+75%	+$599K	0.01%	782
2023 Q3	$781K	Buy	+18,206	New	+$802K	0.01%	966

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewEdge Advisors's MINO Position: Q2 2026 in Review

NewEdge Advisors increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 12% in Q2 2026, buying an estimated $2.15M and bringing the position to 456,505 shares worth $20.9M. The position accounts for 0.06% of the portfolio, ranked #292.

NewEdge Advisors first reported a position in MINO in Q3 2023 and has held it in 12 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

NewEdge Advisors held 456,505 shares of PIMCO Municipal Income Opportunities Active ETF worth $20.9M as of Q2 2026.
NewEdge Advisors bought 47,330 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $2.15M.
PIMCO Municipal Income Opportunities Active ETF made up 0.06% of NewEdge Advisors's portfolio in Q2 2026, its #292 holding.
NewEdge Advisors first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2023 and has held it in 12 quarters since.
165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.