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 Q3	–	Sell	-5,714	Closed	-$261K	–	111
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%	-$2.28K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

SFG Wealth Management's MINO Position: Q3 2026 in Review

SFG Wealth Management sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q3 2026, closing a stake of 5,714 shares — an estimated $261K sold.

SFG Wealth Management first reported a position in MINO in Q2 2023 and held it in 8 quarters. The position peaked at $1.5M in Q4 2023. 148 funds tracked by Wall St. Rank hold MINO as of Q3 2026.

SFG Wealth Management reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q3 2026 after selling out during the quarter.
SFG Wealth Management sold 5,714 PIMCO Municipal Income Opportunities Active ETF shares in Q3 2026, an estimated $261K.
SFG Wealth Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2023 and held it in 8 quarters.
SFG Wealth Management's PIMCO Municipal Income Opportunities Active ETF position peaked at $1.5M in Q4 2023.
148 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2026.

Based on SFG Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.