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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
Q2 		$269K Buy
5,873
+641
+12% +$29.1K ﹤0.01% 1372
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 $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

Principal Securities's MINO Position: Q2 2026 in Review

Principal Securities increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 12% in Q2 2026, buying an estimated $29.1K and bringing the position to 5,873 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Principal Securities first reported a position in MINO in Q4 2023 and has held it in 10 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Principal Securities held 5,873 shares of PIMCO Municipal Income Opportunities Active ETF worth $269K as of Q2 2026.
  • Principal Securities bought 641 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $29.1K.
  • PIMCO Municipal Income Opportunities Active ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1372 holding.
  • Principal Securities first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2023 and has held it in 10 quarters since.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.