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Sterling Investment Advisors (Pennsylvania)’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$3.93M Buy
85,925
+27,385
+47% +$1.24M 0.66% 46
2026
Q1 		$2.64M Buy
58,540
+21,525
+58% +$981K 0.48% 62
2025
Q4 		$1.68M Buy
37,015
+16,915
+84% +$770K 0.31% 80
2025
Q3 		$911K Sell
20,100
-250
-1% -$11.1K 0.18% 100
2025
Q2 		$900K Buy
20,350
+5,740
+39% +$253K 0.2% 99
2025
Q1 		$654K Buy
14,610
+3,085
+27% +$139K 0.16% 106
2024
Q4 		$519K Buy
+11,525
New +$525K 0.13% 108

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AC
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Sterling Investment Advisors (Pennsylvania)'s MINO Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 47% in Q2 2026, buying an estimated $1.24M and bringing the position to 85,925 shares worth $3.93M. The position accounts for 0.66% of the portfolio, ranked #46.

Sterling Investment Advisors (Pennsylvania) first reported a position in MINO in Q4 2024 and has held it in 7 quarters since. 79 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 85,925 shares of PIMCO Municipal Income Opportunities Active ETF worth $3.93M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 27,385 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $1.24M.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.66% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #46 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2024 and has held it in 7 quarters since.
  • 79 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.