OP
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ORG Partners’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

ORG Partners’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
Q4 		$991K Hold
21,857
– – 0.17% 121
2025
Q3 		$990K Buy
+21,857
New +$968K 0.18% 118

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

ORG Partners's MINO Position: Q4 2025 in Review

ORG Partners held its PIMCO Municipal Income Opportunities Active ETF (MINO) position steady in Q4 2025 at 21,857 shares worth $991K. The position accounts for 0.17% of the portfolio, ranked #121.

ORG Partners first reported a position in MINO in Q3 2025 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold MINO as of Q4 2025.

  • ORG Partners held 21,857 shares of PIMCO Municipal Income Opportunities Active ETF worth $991K as of Q4 2025.
  • ORG Partners left its PIMCO Municipal Income Opportunities Active ETF share count unchanged in Q4 2025.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.17% of ORG Partners's portfolio in Q4 2025, its #121 holding.
  • ORG Partners first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2025 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.