TLA
MINO icon

Tanglewood Legacy Advisors’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Tanglewood Legacy Advisors’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
Q2 		– Sell
-3,000
Closed -$134K – 295
2025
Q1 		$134K Buy
+3,000
New +$136K 0.06% 110

Other funds holding MINO

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Tanglewood Legacy Advisors's MINO Position: Q2 2025 in Review

Tanglewood Legacy Advisors sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q2 2025, closing a stake of 3,000 shares — an estimated $134K sold.

Tanglewood Legacy Advisors first reported a position in MINO in Q1 2025 and held it in 1 quarter. The position peaked at $134K in Q1 2025. 104 funds tracked by Wall St. Rank hold MINO as of Q2 2025.

  • Tanglewood Legacy Advisors reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q2 2025 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 3,000 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2025, an estimated $134K.
  • Tanglewood Legacy Advisors first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2025 and held it in 1 quarter.
  • Tanglewood Legacy Advisors's PIMCO Municipal Income Opportunities Active ETF position peaked at $134K in Q1 2025.
  • 104 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.