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Summit Investment Advisory Services’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Summit Investment Advisory Services’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 		$1.25M Buy
27,319
+1,963
+8% +$89.2K 0.31% 31
2026
Q1 		$1.15M Buy
25,356
+2,434
+11% +$111K 0.43% 29
2025
Q4 		$1.04M Buy
22,922
+58
+0.3% +$2.64K 0.39% 29
2025
Q3 		$1.04M Buy
22,864
+3,157
+16% +$140K 0.41% 28
2025
Q2 		$872K Sell
19,707
-1,572
-7% -$69.3K 0.38% 27
2025
Q1 		$952K Buy
21,279
+4,172
+24% +$188K 0.47% 24
2024
Q4 		$771K Buy
17,107
+1
+0% +$46 0.4% 33
2024
Q3 		$790K Buy
+17,106
New +$782K 0.42% 29
2024
Q2 		– Sell
-16,193
Closed -$739K – 78
2024
Q1 		$739K Buy
16,193
+2,329
+17% +$106K 0.44% 30
2023
Q4 		$630K Buy
13,864
+2,721
+24% +$119K 0.4% 32
2023
Q3 		$478K Buy
11,143
+1,404
+14% +$61.8K 0.35% 32
2023
Q2 		$434K Buy
9,739
+854
+10% +$37.9K 0.29% 34
2023
Q1 		$395K Buy
8,885
+557
+7% +$24.7K 0.28% 36
2022
Q4 		$363K Buy
+8,328
New +$359K 0.44% 34

Other funds holding MINO

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
EFS
Econ Financial Services Harrisburg, Pennsylvania $214M AUM 10.53% 1-Year Est. Return

Summit Investment Advisory Services's MINO Position: Q2 2026 in Review

Summit Investment Advisory Services increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 7.7% in Q2 2026, buying an estimated $89.2K and bringing the position to 27,319 shares worth $1.25M. The position accounts for 0.31% of the portfolio, ranked #31.

Summit Investment Advisory Services first reported a position in MINO in Q4 2022 and has held it in 14 quarters since. 50 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Summit Investment Advisory Services held 27,319 shares of PIMCO Municipal Income Opportunities Active ETF worth $1.25M as of Q2 2026.
  • Summit Investment Advisory Services bought 1,963 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $89.2K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.31% of Summit Investment Advisory Services's portfolio in Q2 2026, its #31 holding.
  • Summit Investment Advisory Services first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2022 and has held it in 14 quarters since.
  • 50 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.