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

Visionary Wealth 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
Q2 		$2.78M Sell
60,761
-9,481
-13% -$431K 0.11% 174
2026
Q1 		$3.17M Buy
70,242
+1,030
+1% +$46.9K 0.14% 156
2025
Q4 		$3.14M Buy
69,212
+2,951
+4% +$134K 0.14% 155
2025
Q3 		$3M Buy
66,261
+9,395
+17% +$416K 0.14% 155
2025
Q2 		$2.52M Buy
56,866
+337
+0.6% +$14.9K 0.13% 169
2025
Q1 		$2.53M Buy
56,529
+1,796
+3% +$81.1K 0.15% 150
2024
Q4 		$2.47M Buy
54,733
+1,305
+2% +$59.5K 0.14% 152
2024
Q3 		$2.47M Buy
53,428
+1,670
+3% +$76.3K 0.15% 152
2024
Q2 		$2.35M Buy
51,758
+5,445
+12% +$246K 0.15% 152
2024
Q1 		$2.11M Buy
46,313
+6,174
+15% +$281K 0.14% 161
2023
Q4 		$1.82M Buy
40,139
+6,941
+21% +$303K 0.13% 164
2023
Q3 		$1.42M Buy
33,198
+7,811
+31% +$344K 0.12% 178
2023
Q2 		$1.13M Buy
25,387
+10,025
+65% +$445K 0.09% 195
2023
Q1 		$683K Buy
15,362
+6,727
+78% +$298K 0.06% 240
2022
Q4 		$376K Buy
8,635
+1,285
+17% +$55.3K 0.03% 283
2022
Q3 		$313K Buy
7,350
+875
+14% +$38.8K 0.03% 285
2022
Q2 		$286K Sell
6,475
-530
-8% -$23.7K 0.03% 330
2022
Q1 		$325K Sell
7,005
-610
-8% -$29.4K 0.03% 314
2021
Q4 		$381K Buy
+7,615
New +$379K 0.03% 263

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

Visionary Wealth Advisors's MINO Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 13% in Q2 2026, selling an estimated $431K and leaving 60,761 shares worth $2.78M. The position accounts for 0.11% of the portfolio, ranked #174.

Visionary Wealth Advisors first reported a position in MINO in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.17M in Q1 2026. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Visionary Wealth Advisors held 60,761 shares of PIMCO Municipal Income Opportunities Active ETF worth $2.78M as of Q2 2026.
  • Visionary Wealth Advisors sold 9,481 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $431K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.11% of Visionary Wealth Advisors's portfolio in Q2 2026, its #174 holding.
  • Visionary Wealth Advisors first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2021 and has held it in 19 quarters since.
  • Visionary Wealth Advisors's PIMCO Municipal Income Opportunities Active ETF position peaked at $3.17M in Q1 2026.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.