PCM
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Pennsylvania Capital Management’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Pennsylvania Capital 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 		$678K Buy
14,811
+7,760
+110% +$352K 0.17% 62
2026
Q1 		$318K Buy
7,051
+629
+10% +$28.7K 0.09% 88
2025
Q4 		$291K Buy
+6,422
New +$292K 0.08% 93

Other funds holding MINO

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $231M AUM 20.96% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

Pennsylvania Capital Management's MINO Position: Q2 2026 in Review

Pennsylvania Capital Management increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 110% in Q2 2026, buying an estimated $352K and bringing the position to 14,811 shares worth $678K. The position accounts for 0.17% of the portfolio, ranked #62.

Pennsylvania Capital Management first reported a position in MINO in Q4 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Pennsylvania Capital Management held 14,811 shares of PIMCO Municipal Income Opportunities Active ETF worth $678K as of Q2 2026.
  • Pennsylvania Capital Management bought 7,760 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $352K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.17% of Pennsylvania Capital Management's portfolio in Q2 2026, its #62 holding.
  • Pennsylvania Capital Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.