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Sunbelt Securities’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Sunbelt Securities’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
2025
Q3 		– Sell
-546
Closed -$24.6K – 2810
2025
Q2 		$24.6K Hold
546
– – ﹤0.01% 1117
2025
Q1 		$24.4K Hold
546
– – ﹤0.01% 1074
2024
Q4 		$24.7K Hold
546
– – ﹤0.01% 1115
2024
Q3 		$25.2K Buy
+546
New +$24.9K ﹤0.01% 1109

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Sunbelt Securities's MINO Position: Q3 2025 in Review

Sunbelt Securities sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q3 2025, closing a stake of 546 shares — an estimated $24.6K sold.

Sunbelt Securities first reported a position in MINO in Q3 2024 and held it in 4 quarters. The position peaked at $25.2K in Q3 2024. 109 funds tracked by Wall St. Rank hold MINO as of Q3 2025.

  • Sunbelt Securities reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 546 PIMCO Municipal Income Opportunities Active ETF shares in Q3 2025, an estimated $24.6K.
  • Sunbelt Securities first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2024 and held it in 4 quarters.
  • Sunbelt Securities's PIMCO Municipal Income Opportunities Active ETF position peaked at $25.2K in Q3 2024.
  • 109 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.