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 Q3	$618K	Buy	14,505 +4,922	+51%	+$219K	0.07%	228
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

Cooper Capital Advisors Encinitas, California $245M AUM 17.92% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Premier Path Wealth Partners's MINO Position: Q3 2026 in Review

Premier Path Wealth Partners increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 51% in Q3 2026, buying an estimated $219K and bringing the position to 14,505 shares worth $618K. The position accounts for 0.07% of the portfolio, ranked #228.

Premier Path Wealth Partners first reported a position in MINO in Q1 2024 and has held it in 11 quarters since. The position peaked at $715K in Q3 2024. 98 funds tracked by Wall St. Rank hold MINO as of Q3 2026.

Premier Path Wealth Partners held 14,505 shares of PIMCO Municipal Income Opportunities Active ETF worth $618K as of Q3 2026.
Premier Path Wealth Partners bought 4,922 PIMCO Municipal Income Opportunities Active ETF shares in Q3 2026, an estimated $219K.
PIMCO Municipal Income Opportunities Active ETF made up 0.07% of Premier Path Wealth Partners's portfolio in Q3 2026, its #228 holding.
Premier Path Wealth Partners first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2024 and has held it in 11 quarters since.
Premier Path Wealth Partners's PIMCO Municipal Income Opportunities Active ETF position peaked at $715K in Q3 2024.
98 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.