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ProVise Management Group’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

ProVise Management Group’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 		$2.11M Buy
46,001
+9,155
+25% +$416K 0.14% 108
2026
Q1 		$1.66M Buy
36,846
+10,422
+39% +$475K 0.12% 115
2025
Q4 		$1.2M Buy
26,424
+14,746
+126% +$671K 0.09% 126
2025
Q3 		$529K Buy
+11,678
New +$517K 0.04% 168

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 22.9% 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

ProVise Management Group's MINO Position: Q2 2026 in Review

ProVise Management Group increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 25% in Q2 2026, buying an estimated $416K and bringing the position to 46,001 shares worth $2.11M. The position accounts for 0.14% of the portfolio, ranked #108.

ProVise Management Group first reported a position in MINO in Q3 2025 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • ProVise Management Group held 46,001 shares of PIMCO Municipal Income Opportunities Active ETF worth $2.11M as of Q2 2026.
  • ProVise Management Group bought 9,155 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $416K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.14% of ProVise Management Group's portfolio in Q2 2026, its #108 holding.
  • ProVise Management Group first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.