SW
MINO icon

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

Signify Wealth’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
2023
Q3 		– Sell
-13,831
Closed -$616K – 41
2023
Q2 		$616K Sell
13,831
-301
-2% -$13.4K 0.53% 23
2023
Q1 		$628K Buy
14,132
+2,367
+20% +$105K 0.55% 21
2022
Q4 		$512K Buy
11,765
+2,337
+25% +$101K 0.45% 27
2022
Q3 		$401K Buy
9,428
+3,865
+69% +$171K 0.43% 21
2022
Q2 		$245K Buy
+5,563
New +$248K 0.34% 21

Other funds holding MINO

WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $202M AUM 15.75% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Signify Wealth's MINO Position: Q3 2023 in Review

Signify Wealth sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q3 2023, closing a stake of 13,831 shares — an estimated $616K sold.

Signify Wealth first reported a position in MINO in Q2 2022 and held it in 5 quarters. The position peaked at $628K in Q1 2023. 34 funds tracked by Wall St. Rank hold MINO as of Q3 2023.

  • Signify Wealth reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q3 2023 after selling out during the quarter.
  • Signify Wealth sold 13,831 PIMCO Municipal Income Opportunities Active ETF shares in Q3 2023, an estimated $616K.
  • Signify Wealth first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2022 and held it in 5 quarters.
  • Signify Wealth's PIMCO Municipal Income Opportunities Active ETF position peaked at $628K in Q1 2023.
  • 34 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2023.

Based on Signify Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.