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

TrueWealth 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
2026 Q3	$967K	Buy	22,716 +1,664	+8%	+$74.1K	0.22%	89
2026 Q2	$963K	Buy	21,052 +1,008	+5%	+$45.8K	0.22%	92
2026 Q1	$905K	Buy	20,044 +8,614	+75%	+$393K	0.23%	84
2025 Q4	$518K	Buy	+11,430	New	+$520K	0.13%	128

Other funds holding MINO

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

EWA

Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

TrueWealth Advisors's MINO Position: Q3 2026 in Review

TrueWealth Advisors increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 7.9% in Q3 2026, buying an estimated $74.1K and bringing the position to 22,716 shares worth $967K. The position accounts for 0.22% of the portfolio, ranked #89.

TrueWealth Advisors first reported a position in MINO in Q4 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold MINO as of Q3 2026.

TrueWealth Advisors held 22,716 shares of PIMCO Municipal Income Opportunities Active ETF worth $967K as of Q3 2026.
TrueWealth Advisors bought 1,664 PIMCO Municipal Income Opportunities Active ETF shares in Q3 2026, an estimated $74.1K.
PIMCO Municipal Income Opportunities Active ETF made up 0.22% of TrueWealth Advisors's portfolio in Q3 2026, its #89 holding.
TrueWealth Advisors first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2025 and has held it in 4 quarters since.
11 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.