UBS Group
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UBS Group’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

UBS Group’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 		– Sell
-324
Closed -$14.6K – 10804
2026
Q1 		$14.6K Buy
+324
New +$14.8K ﹤0.01% 8159
2025
Q2 		– Sell
-2,433
Closed -$109K – 10620
2025
Q1 		$109K Buy
2,433
+1,866
+329% +$84.3K ﹤0.01% 6986
2024
Q4 		$25.5K Buy
567
+418
+281% +$19K ﹤0.01% 7728
2024
Q3 		$6.88K Sell
149
-25
-14% -$1.14K ﹤0.01% 7949
2024
Q2 		$7.91K Buy
+174
New +$7.87K ﹤0.01% 7828
2023
Q2 		– Sell
-40
Closed -$1.78K – 9368
2023
Q1 		$1.78K Buy
+40
New +$1.77K ﹤0.01% 8649
2022
Q4 		– Sell
-635
Closed -$27K – 10985
2022
Q3 		$27K Buy
635
+378
+147% +$16.8K ﹤0.01% 7003
2022
Q2 		$11K Buy
+257
New +$11.5K ﹤0.01% 7825

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

UBS Group's MINO Position: Q2 2026 in Review

UBS Group sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q2 2026, closing a stake of 324 shares — an estimated $14.6K sold.

UBS Group first reported a position in MINO in Q2 2022 and held it in 8 quarters. The position peaked at $109K in Q1 2025. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • UBS Group reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 324 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $14.6K.
  • UBS Group first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2022 and held it in 8 quarters.
  • UBS Group's PIMCO Municipal Income Opportunities Active ETF position peaked at $109K in Q1 2025.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.