Vestmark Advisory Solutions’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Vestmark Advisory Solutions’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	$1.46M	Buy	+31,930	New	+$1.45M	0.01%	841
2025 Q4	–	Sell	-26,242	Closed	-$1.19M	–	1273
2025 Q3	$1.19M	Buy	26,242 +1,228	+5%	+$54.4K	0.02%	503
2025 Q2	$1.11M	Sell	25,014 -23,264	-48%	-$1.03M	0.02%	481
2025 Q1	$2.16M	Buy	+48,278	New	+$2.18M	0.06%	313

Other funds holding MINO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Vestmark Advisory Solutions's MINO Position: Q2 2026 in Review

Vestmark Advisory Solutions opened a new position in PIMCO Municipal Income Opportunities Active ETF (MINO) in Q2 2026: 31,930 shares worth $1.46M. The stake represents 0.01% of the portfolio and ranks #841 among its holdings. This is a return to the name: Vestmark Advisory Solutions previously reported a position in MINO as recently as Q3 2025.

Vestmark Advisory Solutions first reported a position in MINO in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.16M in Q1 2025. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

Vestmark Advisory Solutions held 31,930 shares of PIMCO Municipal Income Opportunities Active ETF worth $1.46M as of Q2 2026.
PIMCO Municipal Income Opportunities Active ETF was a new Vestmark Advisory Solutions position in Q2 2026.
PIMCO Municipal Income Opportunities Active ETF made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #841 holding.
Vestmark Advisory Solutions first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2025 and has held it in 4 quarters since.
Vestmark Advisory Solutions's PIMCO Municipal Income Opportunities Active ETF position peaked at $2.16M in Q1 2025.
165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.