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Sage Mountain Advisors’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Sage Mountain Advisors’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
2024
Q1 		– Sell
-374
Closed -$17K – 416
2023
Q4 		$17K Buy
+374
New +$16.3K ﹤0.01% 326

Other funds holding MINO

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $202M AUM 15.75% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sage Mountain Advisors's MINO Position: Q1 2024 in Review

Sage Mountain Advisors sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q1 2024, closing a stake of 374 shares — an estimated $17K sold.

Sage Mountain Advisors first reported a position in MINO in Q4 2023 and held it in 1 quarter. The position peaked at $17K in Q4 2023. 54 funds tracked by Wall St. Rank hold MINO as of Q1 2024.

  • Sage Mountain Advisors reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q1 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 374 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2024, an estimated $17K.
  • Sage Mountain Advisors first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2023 and held it in 1 quarter.
  • Sage Mountain Advisors's PIMCO Municipal Income Opportunities Active ETF position peaked at $17K in Q4 2023.
  • 54 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2024.

Based on Sage Mountain Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.