TWD
MINO icon

True Wealth Design’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

True Wealth Design’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
2023
Q4 		– Sell
-1,125
Closed -$48.3K – 804
2023
Q3 		$48.3K Buy
+1,125
New +$49.6K 0.02% 150

Other funds holding MINO

WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 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
BAG
Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $202M AUM 15.75% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

True Wealth Design's MINO Position: Q4 2023 in Review

True Wealth Design sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q4 2023, closing a stake of 1,125 shares — an estimated $48.3K sold.

True Wealth Design first reported a position in MINO in Q3 2023 and held it in 1 quarter. The position peaked at $48.3K in Q3 2023. 41 funds tracked by Wall St. Rank hold MINO as of Q4 2023.

  • True Wealth Design reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q4 2023 after selling out during the quarter.
  • True Wealth Design sold 1,125 PIMCO Municipal Income Opportunities Active ETF shares in Q4 2023, an estimated $48.3K.
  • True Wealth Design first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q3 2023 and held it in 1 quarter.
  • True Wealth Design's PIMCO Municipal Income Opportunities Active ETF position peaked at $48.3K in Q3 2023.
  • 41 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q4 2023.

Based on True Wealth Design's 13F filing for Q4 2023, filed 14 Feb 2024.