Oregon Pacific Wealth Management’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Oregon Pacific Wealth Management’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
2025 Q1	–	Sell	-4,585	Closed	-$207K	–	130
2024 Q4	$207K	Buy	+4,585	New	+$209K	0.2%	116

Other funds holding MINO

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Oregon Pacific Wealth Management's MINO Position: Q1 2025 in Review

Oregon Pacific Wealth Management sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q1 2025, closing a stake of 4,585 shares — an estimated $207K sold.

Oregon Pacific Wealth Management first reported a position in MINO in Q4 2024 and held it in 1 quarter. The position peaked at $207K in Q4 2024. 90 funds tracked by Wall St. Rank hold MINO as of Q1 2025.

Oregon Pacific Wealth Management reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q1 2025 after selling out during the quarter.
Oregon Pacific Wealth Management sold 4,585 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2025, an estimated $207K.
Oregon Pacific Wealth Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2024 and held it in 1 quarter.
Oregon Pacific Wealth Management's PIMCO Municipal Income Opportunities Active ETF position peaked at $207K in Q4 2024.
90 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.