SMA
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Seven Mile Advisory’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Seven Mile 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
Q1 		– Sell
-80,218
Closed -$3.64M – 256
2025
Q4 		$3.64M Hold
80,218
– – 0.62% 39
2025
Q3 		$3.63M Buy
+80,218
New +$3.55M 0.59% 38

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Seven Mile Advisory's MINO Position: Q1 2026 in Review

Seven Mile Advisory sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q1 2026, closing a stake of 80,218 shares — an estimated $3.64M sold.

Seven Mile Advisory first reported a position in MINO in Q3 2025 and held it in 2 quarters. The position peaked at $3.64M in Q4 2025. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

  • Seven Mile Advisory reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q1 2026 after selling out during the quarter.
  • Seven Mile Advisory sold 80,218 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2026, an estimated $3.64M.
  • Seven Mile Advisory first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2025 and held it in 2 quarters.
  • Seven Mile Advisory's PIMCO Municipal Income Opportunities Active ETF position peaked at $3.64M in Q4 2025.
  • 143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.