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
Q2 		$2.88M Buy
62,959
+5,808
+10% +$264K ﹤0.01% 1799
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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Stifel Financial's MINO Position: Q2 2026 in Review

Stifel Financial increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 10% in Q2 2026, buying an estimated $264K and bringing the position to 62,959 shares worth $2.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Stifel Financial first reported a position in MINO in Q3 2024 and has held it in 8 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Stifel Financial held 62,959 shares of PIMCO Municipal Income Opportunities Active ETF worth $2.88M as of Q2 2026.
  • Stifel Financial bought 5,808 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $264K.
  • PIMCO Municipal Income Opportunities Active ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1799 holding.
  • Stifel Financial first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2024 and has held it in 8 quarters since.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.