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Steward Partners Investment Advisory’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$519K Buy
11,486
+1,636
+17% +$74.6K ﹤0.01% 1507
2025
Q4 		$446K Buy
9,850
+4,300
+77% +$196K ﹤0.01% 1491
2025
Q3 		$251K Sell
5,550
-1,850
-25% -$81.9K ﹤0.01% 1747
2025
Q2 		$327K Buy
7,400
+7,342
+12,659% +$324K ﹤0.01% 1515
2025
Q1 		$2.59K Sell
58
-639
-92% -$28.9K ﹤0.01% 3586
2024
Q4 		$31.4K Buy
+697
New +$31.8K ﹤0.01% 2572

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.63B AUM 24.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $712M AUM 21.1% 1-Year Est. Return