SWM
SFG Wealth Management’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,957
| Closed | -$1.03M | – | 125 |
|
|
2024
Q4 | $1.03M | Sell |
22,957
-198
| -0.9% | -$8.92K | 0.54% | 31 |
|
|
2024
Q3 | $1.07M | Sell |
23,155
-50
| -0.2% | -$2.31K | 0.57% | 31 |
|
|
2024
Q2 | $1.05M | Sell |
23,205
-7
| -0% | -$318 | 0.6% | 31 |
|
|
2024
Q1 | $1.06M | Sell |
23,212
-9,773
| -30% | -$446K | 0.63% | 26 |
|
|
2023
Q4 | $1.5M | Buy |
32,985
+18,946
| +135% | +$861K | 1% | 19 |
|
|
2023
Q3 | $603K | Sell |
14,039
-3
| -0% | -$129 | 0.48% | 38 |
|
|
2023
Q2 | $626K | Buy |
+14,042
| New | +$626K | 0.52% | 35 |
|