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Tortoise Investment Management’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Tortoise Investment Management’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 		$5.77M Buy
126,080
+16,190
+15% +$735K 0.43% 60
2026
Q1 		$4.96M Buy
109,890
+37,620
+52% +$1.71M 0.41% 61
2025
Q4 		$3.28M Buy
72,270
+48,130
+199% +$2.19M 0.29% 78
2025
Q3 		$1.09M Buy
24,140
+24,100
+60,250% +$1.07M 0.1% 120
2025
Q2 		$1.77K Hold
40
– – ﹤0.01% 831
2025
Q1 		$1.79K Hold
40
– – ﹤0.01% 719
2024
Q4 		$1.8K Sell
40
-200
-83% -$9.11K ﹤0.01% 765
2024
Q3 		$11.1K Hold
240
– – ﹤0.01% 627
2024
Q2 		$10.9K Sell
240
-70
-23% -$3.17K ﹤0.01% 617
2024
Q1 		$14.1K Hold
310
– – ﹤0.01% 575
2023
Q4 		$14.1K Sell
310
-4,400
-93% -$192K ﹤0.01% 523
2023
Q3 		$202K Hold
4,710
– – 0.03% 193
2023
Q2 		$210K Sell
4,710
-1,465
-24% -$65.1K 0.03% 189
2023
Q1 		$274K Sell
6,175
-5,020
-45% -$223K 0.04% 170
2022
Q4 		$487K Buy
11,195
+1,365
+14% +$58.8K 0.09% 135
2022
Q3 		$419K Sell
9,830
-1,930
-16% -$85.6K 0.08% 132
2022
Q2 		$519K Sell
11,760
-500
-4% -$22.3K 0.1% 117
2022
Q1 		$568K Buy
12,260
+11,860
+2,965% +$572K 0.11% 114
2021
Q4 		$20K Buy
+400
New +$19.9K ﹤0.01% 403

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

Tortoise Investment Management's MINO Position: Q2 2026 in Review

Tortoise Investment Management increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 15% in Q2 2026, buying an estimated $735K and bringing the position to 126,080 shares worth $5.77M. The position accounts for 0.43% of the portfolio, ranked #60.

Tortoise Investment Management first reported a position in MINO in Q4 2021 and has held it in 19 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Tortoise Investment Management held 126,080 shares of PIMCO Municipal Income Opportunities Active ETF worth $5.77M as of Q2 2026.
  • Tortoise Investment Management bought 16,190 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $735K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.43% of Tortoise Investment Management's portfolio in Q2 2026, its #60 holding.
  • Tortoise Investment Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2021 and has held it in 19 quarters since.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.