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

StrategIQ Financial Group’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
2023
Q4 		$386K Buy
8,505
+1,950
+30% +$85.1K 0.04% 236
2023
Q3 		$281K Buy
+6,555
New +$289K 0.03% 261

Other funds holding MINO

WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 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
BAG
Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $202M AUM 15.75% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

StrategIQ Financial Group's MINO Position: Q4 2023 in Review

StrategIQ Financial Group increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 30% in Q4 2023, buying an estimated $85.1K and bringing the position to 8,505 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #236.

StrategIQ Financial Group first reported a position in MINO in Q3 2023 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold MINO as of Q4 2023.

  • StrategIQ Financial Group held 8,505 shares of PIMCO Municipal Income Opportunities Active ETF worth $386K as of Q4 2023.
  • StrategIQ Financial Group bought 1,950 PIMCO Municipal Income Opportunities Active ETF shares in Q4 2023, an estimated $85.1K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.04% of StrategIQ Financial Group's portfolio in Q4 2023, its #236 holding.
  • StrategIQ Financial Group first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2023 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.