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MINO icon

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

&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
2026
Q2 		$1.89M Buy
41,282
+12,070
+41% +$548K 0.01% 1061
2026
Q1 		$1.35M Buy
29,212
+8,079
+38% +$368K 0.01% 1130
2025
Q4 		$958K Buy
21,133
+4,395
+26% +$200K 0.01% 1240
2025
Q3 		$758K Buy
16,738
+2,148
+15% +$95.1K ﹤0.01% 1217
2025
Q2 		$645K Buy
+14,590
New +$643K 0.01% 1215

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

&Partners's MINO Position: Q2 2026 in Review

&Partners increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 41% in Q2 2026, buying an estimated $548K and bringing the position to 41,282 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #1061.

&Partners first reported a position in MINO in Q2 2025 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • &Partners held 41,282 shares of PIMCO Municipal Income Opportunities Active ETF worth $1.89M as of Q2 2026.
  • &Partners bought 12,070 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $548K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1061 holding.
  • &Partners first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.