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

Paulson 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
2026
Q2 		$4.12M Sell
90,065
-2,354
-3% -$107K 0.87% 20
2026
Q1 		$4.17M Buy
92,419
+14,147
+18% +$645K 0.98% 19
2025
Q4 		$3.55M Buy
78,272
+9,491
+14% +$432K 0.82% 22
2025
Q3 		$3.12M Buy
68,781
+2,275
+3% +$101K 0.74% 20
2025
Q2 		$2.94M Sell
66,506
-48,677
-42% -$2.15M 0.76% 20
2025
Q1 		$5.15M Buy
115,183
+194
+0.2% +$8.77K 1.45% 12
2024
Q4 		$5.18M Sell
114,989
-9,271
-7% -$422K 1.41% 14
2024
Q3 		$5.74M Buy
124,260
+38,990
+46% +$1.78M 1.53% 14
2024
Q2 		$3.87M Buy
85,270
+420
+0.5% +$19K 1.13% 16
2024
Q1 		$3.87M Buy
84,850
+1,779
+2% +$80.9K 1.14% 17
2023
Q4 		$3.77M Buy
83,071
+7,894
+11% +$344K 1.21% 17
2023
Q3 		$3.23M Sell
75,177
-2,820
-4% -$124K 1.13% 17
2023
Q2 		$3.48M Sell
77,997
-191
-0.2% -$8.49K 1.19% 16
2023
Q1 		$3.47M Buy
78,188
+3,761
+5% +$167K 1.54% 13
2022
Q4 		$3.24M Buy
74,427
+887
+1% +$38.2K 1.58% 13
2022
Q3 		$3.13M Buy
73,540
+12,875
+21% +$571K 1.69% 12
2022
Q2 		$2.68M Sell
60,665
-2,400
-4% -$107K 1.41% 14
2022
Q1 		$2.92M Sell
63,065
-5,607
-8% -$270K 1.33% 14
2021
Q4 		$3.43M Buy
+68,672
New +$3.41M 1.53% 13

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

Paulson Wealth Management's MINO Position: Q2 2026 in Review

Paulson Wealth Management reduced its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 2.5% in Q2 2026, selling an estimated $107K and leaving 90,065 shares worth $4.12M. The position accounts for 0.87% of the portfolio, ranked #20.

Paulson Wealth Management first reported a position in MINO in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.74M in Q3 2024. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Paulson Wealth Management held 90,065 shares of PIMCO Municipal Income Opportunities Active ETF worth $4.12M as of Q2 2026.
  • Paulson Wealth Management sold 2,354 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $107K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.87% of Paulson Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Paulson Wealth Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2021 and has held it in 19 quarters since.
  • Paulson Wealth Management's PIMCO Municipal Income Opportunities Active ETF position peaked at $5.74M in Q3 2024.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.