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RFG Advisory’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

RFG Advisory’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 		$3.4M Buy
74,217
+42,248
+132% +$1.92M 0.05% 252
2026
Q1 		$1.44M Buy
31,969
+11,104
+53% +$506K 0.03% 434
2025
Q4 		$946K Buy
+20,865
New +$949K 0.02% 530

Other funds holding MINO

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
EFS
Econ Financial Services Harrisburg, Pennsylvania $214M AUM 10.53% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

RFG Advisory's MINO Position: Q2 2026 in Review

RFG Advisory increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 132% in Q2 2026, buying an estimated $1.92M and bringing the position to 74,217 shares worth $3.4M. The position accounts for 0.05% of the portfolio, ranked #252.

RFG Advisory first reported a position in MINO in Q4 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • RFG Advisory held 74,217 shares of PIMCO Municipal Income Opportunities Active ETF worth $3.4M as of Q2 2026.
  • RFG Advisory bought 42,248 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $1.92M.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.05% of RFG Advisory's portfolio in Q2 2026, its #252 holding.
  • RFG Advisory first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.