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 Q2	$564K	Buy	12,320 +834	+7%	+$37.9K	﹤0.01%	1625
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 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

Steward Partners Investment Advisory's MINO Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 7.3% in Q2 2026, buying an estimated $37.9K and bringing the position to 12,320 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Steward Partners Investment Advisory first reported a position in MINO in Q4 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

Steward Partners Investment Advisory held 12,320 shares of PIMCO Municipal Income Opportunities Active ETF worth $564K as of Q2 2026.
Steward Partners Investment Advisory bought 834 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $37.9K.
PIMCO Municipal Income Opportunities Active ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1625 holding.
Steward Partners Investment Advisory first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2024 and has held it in 7 quarters since.
165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.