SFG Wealth Management’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

SFG Wealth Management’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	$261K	Buy	+5,714	New	+$260K	0.09%	108
2025 Q1	–	Sell	-22,957	Closed	-$1.03M	–	125
2024 Q4	$1.03M	Sell	22,957 -198	-0.9%	-$9.02K	0.54%	31
2024 Q3	$1.07M	Sell	23,155 -50	-0.2%	-$2.29K	0.57%	31
2024 Q2	$1.05M	Sell	23,205 -7	-0%	-$317	0.6%	31
2024 Q1	$1.06M	Sell	23,212 -9,773	-30%	-$445K	0.63%	26
2023 Q4	$1.5M	Buy	32,985 +18,946	+135%	+$826K	1%	19
2023 Q3	$603K	Sell	14,039 -3	-0%	-$132	0.48%	38
2023 Q2	$626K	Buy	+14,042	New	+$624K	0.52%	35

Other funds holding MINO

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWM

CarsonAllaria Wealth Management Glen Carbon, Illinois $231M AUM 20.96% 1-Year Est. Return

TNA

True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

SFG Wealth Management's MINO Position: Q2 2026 in Review

SFG Wealth Management opened a new position in PIMCO Municipal Income Opportunities Active ETF (MINO) in Q2 2026: 5,714 shares worth $261K. The stake represents 0.09% of the portfolio and ranks #108 among its holdings. This is a return to the name: SFG Wealth Management previously reported a position in MINO as recently as Q4 2024.

SFG Wealth Management first reported a position in MINO in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.5M in Q4 2023. 79 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

SFG Wealth Management held 5,714 shares of PIMCO Municipal Income Opportunities Active ETF worth $261K as of Q2 2026.
PIMCO Municipal Income Opportunities Active ETF was a new SFG Wealth Management position in Q2 2026.
PIMCO Municipal Income Opportunities Active ETF made up 0.09% of SFG Wealth Management's portfolio in Q2 2026, its #108 holding.
SFG Wealth Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2023 and has held it in 8 quarters since.
SFG Wealth Management's PIMCO Municipal Income Opportunities Active ETF position peaked at $1.5M in Q4 2023.
79 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.