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Premier Path Wealth Partners’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Premier Path Wealth 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 		$439K Buy
9,583
+884
+10% +$40.2K 0.05% 292
2026
Q1 		$393K Buy
8,699
+313
+4% +$14.3K 0.05% 310
2025
Q4 		$380K Sell
8,386
-1,215
-13% -$55.3K 0.05% 284
2025
Q3 		$435K Sell
9,601
-5,066
-35% -$224K 0.06% 275
2025
Q2 		$649K Sell
14,667
-952
-6% -$42K 0.09% 220
2025
Q1 		$699K Buy
15,619
+231
+2% +$10.4K 0.11% 194
2024
Q4 		$693K Sell
15,388
-106
-0.7% -$4.83K 0.11% 190
2024
Q3 		$715K Buy
15,494
+306
+2% +$14K 0.11% 188
2024
Q2 		$690K Buy
15,188
+2,446
+19% +$111K 0.12% 180
2024
Q1 		$602K Buy
+12,742
New +$580K 0.11% 177

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

Premier Path Wealth Partners's MINO Position: Q2 2026 in Review

Premier Path Wealth Partners increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 10% in Q2 2026, buying an estimated $40.2K and bringing the position to 9,583 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #292.

Premier Path Wealth Partners first reported a position in MINO in Q1 2024 and has held it in 10 quarters since. The position peaked at $715K in Q3 2024. 77 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Premier Path Wealth Partners held 9,583 shares of PIMCO Municipal Income Opportunities Active ETF worth $439K as of Q2 2026.
  • Premier Path Wealth Partners bought 884 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $40.2K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.05% of Premier Path Wealth Partners's portfolio in Q2 2026, its #292 holding.
  • Premier Path Wealth Partners first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2024 and has held it in 10 quarters since.
  • Premier Path Wealth Partners's PIMCO Municipal Income Opportunities Active ETF position peaked at $715K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.