Stifel Financial
MINO icon

Stifel Financial’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Stifel Financial’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 		$2.58M Buy
57,151
+16,229
+40% +$740K ﹤0.01% 1775
2025
Q4 		$1.85M Buy
40,922
+3,713
+10% +$169K ﹤0.01% 1984
2025
Q3 		$1.69M Buy
37,209
+192
+0.5% +$8.5K ﹤0.01% 2026
2025
Q2 		$1.64M Buy
37,017
+160
+0.4% +$7.05K ﹤0.01% 1983
2025
Q1 		$1.65M Buy
36,857
+5,416
+17% +$245K ﹤0.01% 1891
2024
Q4 		$1.42M Sell
31,441
-70
-0.2% -$3.19K ﹤0.01% 2021
2024
Q3 		$1.45M Buy
+31,511
New +$1.44M ﹤0.01% 1982

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B 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 $781M AUM 26.78% 1-Year Est. Return

Stifel Financial's MINO Position: Q1 2026 in Review

Stifel Financial increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 40% in Q1 2026, buying an estimated $740K and bringing the position to 57,151 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1775.

Stifel Financial first reported a position in MINO in Q3 2024 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

  • Stifel Financial held 57,151 shares of PIMCO Municipal Income Opportunities Active ETF worth $2.58M as of Q1 2026.
  • Stifel Financial bought 16,229 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2026, an estimated $740K.
  • PIMCO Municipal Income Opportunities Active ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1775 holding.
  • Stifel Financial first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2024 and has held it in 7 quarters since.
  • 143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.