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

ViaWealth’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	$1.47M	Sell	32,182 -868	-3%	-$39.4K	0.74%	38
2026 Q1	$1.49M	Sell	33,050 -4,638	-12%	-$211K	0.83%	36
2025 Q4	$1.71M	Buy	37,688 +302	+0.8%	+$13.7K	0.96%	30
2025 Q3	$1.69M	Buy	37,386 +3,143	+9%	+$139K	0.93%	30
2025 Q2	$1.51M	Buy	34,243 +13,905	+68%	+$613K	0.9%	30
2025 Q1	$910K	Buy	+20,338	New	+$919K	0.56%	51

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

ViaWealth's MINO Position: Q2 2026 in Review

ViaWealth reduced its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 2.6% in Q2 2026, selling an estimated $39.4K and leaving 32,182 shares worth $1.47M. The position accounts for 0.74% of the portfolio, ranked #38.

ViaWealth first reported a position in MINO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.71M in Q4 2025. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

ViaWealth held 32,182 shares of PIMCO Municipal Income Opportunities Active ETF worth $1.47M as of Q2 2026.
ViaWealth sold 868 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $39.4K.
PIMCO Municipal Income Opportunities Active ETF made up 0.74% of ViaWealth's portfolio in Q2 2026, its #38 holding.
ViaWealth first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2025 and has held it in 6 quarters since.
ViaWealth's PIMCO Municipal Income Opportunities Active ETF position peaked at $1.71M in Q4 2025.
165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.