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Trademark Financial Management’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Trademark Financial 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 		$1.36M Buy
29,793
+929
+3% +$42.2K 0.56% 38
2026
Q1 		$1.3M Buy
28,864
+5,421
+23% +$247K 0.64% 34
2025
Q4 		$1.06M Buy
23,443
+9,901
+73% +$451K 0.58% 36
2025
Q3 		$614K Sell
13,542
-1,039
-7% -$46K 0.36% 51
2025
Q2 		$645K Sell
14,581
-2,726
-16% -$120K 0.39% 48
2025
Q1 		$774K Sell
17,307
-191
-1% -$8.63K 0.59% 39
2024
Q4 		$788K Buy
17,498
+3,589
+26% +$164K 0.63% 31
2024
Q3 		$642K Buy
13,909
+1,395
+11% +$63.7K 0.51% 44
2024
Q2 		$569K Buy
12,514
+2,915
+30% +$132K 0.46% 48
2024
Q1 		$438K Buy
9,599
+3,277
+52% +$149K 0.36% 56
2023
Q4 		$287K Buy
+6,322
New +$276K 0.21% 77

Other funds holding MINO

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $231M AUM 20.96% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

Trademark Financial Management's MINO Position: Q2 2026 in Review

Trademark Financial Management increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 3.2% in Q2 2026, buying an estimated $42.2K and bringing the position to 29,793 shares worth $1.36M. The position accounts for 0.56% of the portfolio, ranked #38.

Trademark Financial Management first reported a position in MINO in Q4 2023 and has held it in 11 quarters since. 79 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Trademark Financial Management held 29,793 shares of PIMCO Municipal Income Opportunities Active ETF worth $1.36M as of Q2 2026.
  • Trademark Financial Management bought 929 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $42.2K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.56% of Trademark Financial Management's portfolio in Q2 2026, its #38 holding.
  • Trademark Financial Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2023 and has held it in 11 quarters since.
  • 79 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.