Sittner & Nelson’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Sittner & Nelson’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	$5.54M	Buy	120,969 +16,891	+16%	+$767K	1.74%	11
2026 Q1	$4.7M	Sell	104,078 -1,161	-1%	-$52.9K	1.72%	10
2025 Q4	$4.81M	Buy	105,239 +68,516	+187%	+$3.12M	1.7%	12
2025 Q3	$1.66M	Buy	36,723 +13,330	+57%	+$590K	0.6%	32
2025 Q2	$1.03M	Buy	23,393 +13,746	+142%	+$606K	0.42%	48
2025 Q1	$432K	Buy	+9,647	New	+$436K	0.18%	87

Other funds holding MINO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CPCM

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CFD

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Sittner & Nelson's MINO Position: Q2 2026 in Review

Sittner & Nelson increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 16% in Q2 2026, buying an estimated $767K and bringing the position to 120,969 shares worth $5.54M. The position accounts for 1.74% of the portfolio, ranked #11.

Sittner & Nelson first reported a position in MINO in Q1 2025 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

Sittner & Nelson held 120,969 shares of PIMCO Municipal Income Opportunities Active ETF worth $5.54M as of Q2 2026.
Sittner & Nelson bought 16,891 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $767K.
PIMCO Municipal Income Opportunities Active ETF made up 1.74% of Sittner & Nelson's portfolio in Q2 2026, its #11 holding.
Sittner & Nelson first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2025 and has held it in 6 quarters since.
165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.