UBS Group
MINO icon

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
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 $376B AUM 19.32% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.63B AUM 24.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $712M AUM 21.1% 1-Year Est. Return