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Semmax Financial Advisors’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Semmax Financial 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
2025
Q2 		$86.4K Buy
1,966
+19
+1% +$838 0.02% 162
2025
Q1 		$86.1K Buy
+1,947
New +$88K 0.02% 148

Other funds holding MINO

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Semmax Financial Advisors's MINO Position: Q2 2025 in Review

Semmax Financial Advisors increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 0.98% in Q2 2025, buying an estimated $838 and bringing the position to 1,966 shares worth $86.4K. The position accounts for 0.02% of the portfolio, ranked #162.

Semmax Financial Advisors first reported a position in MINO in Q1 2025 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold MINO as of Q2 2025.

  • Semmax Financial Advisors held 1,966 shares of PIMCO Municipal Income Opportunities Active ETF worth $86.4K as of Q2 2025.
  • Semmax Financial Advisors bought 19 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2025, an estimated $838.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.02% of Semmax Financial Advisors's portfolio in Q2 2025, its #162 holding.
  • Semmax Financial Advisors first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2025 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.