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O'Shaughnessy Asset Management’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

O'Shaughnessy Asset 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
2026
Q1 		– Sell
-67
Closed -$3.04K – 2764
2025
Q4 		$3.04K Buy
+67
New +$3.05K ﹤0.01% 2513

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

O'Shaughnessy Asset Management's MINO Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q1 2026, closing a stake of 67 shares — an estimated $3.04K sold.

O'Shaughnessy Asset Management first reported a position in MINO in Q4 2025 and held it in 1 quarter. The position peaked at $3.04K in Q4 2025. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

  • O'Shaughnessy Asset Management reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q1 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 67 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2026, an estimated $3.04K.
  • O'Shaughnessy Asset Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2025 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's PIMCO Municipal Income Opportunities Active ETF position peaked at $3.04K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.