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Principal Securities’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Principal Securities’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
Q1 		$236K Buy
+5,232
New +$238K ﹤0.01% 1314
2025
Q4 		– Sell
-1,419
Closed -$64.3K – 2663
2025
Q3 		$64.3K Buy
1,419
+212
+18% +$9.39K ﹤0.01% 1830
2025
Q2 		$53.4K Buy
1,207
+281
+30% +$12.4K ﹤0.01% 1833
2025
Q1 		$41.7K Hold
926
– – ﹤0.01% 1831
2024
Q4 		$41.7K Buy
926
+96
+12% +$4.37K ﹤0.01% 1828
2024
Q3 		$38.3K Buy
830
+610
+277% +$27.9K ﹤0.01% 1805
2024
Q2 		$10K Buy
220
+1
+0.5% +$45 ﹤0.01% 2395
2024
Q1 		$9.99K Buy
219
+6
+3% +$273 ﹤0.01% 2340
2023
Q4 		$9.67K Buy
+213
New +$9.29K ﹤0.01% 2260

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Principal Securities's MINO Position: Q1 2026 in Review

Principal Securities opened a new position in PIMCO Municipal Income Opportunities Active ETF (MINO) in Q1 2026: 5,232 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #1314 among its holdings. This is a return to the name: Principal Securities previously reported a position in MINO as recently as Q3 2025.

Principal Securities first reported a position in MINO in Q4 2023 and has held it in 9 quarters since. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

  • Principal Securities held 5,232 shares of PIMCO Municipal Income Opportunities Active ETF worth $236K as of Q1 2026.
  • PIMCO Municipal Income Opportunities Active ETF was a new Principal Securities position in Q1 2026.
  • PIMCO Municipal Income Opportunities Active ETF made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1314 holding.
  • Principal Securities first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2023 and has held it in 9 quarters since.
  • 143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.