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

Wayfinding Financial’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 		$2.06M Buy
45,655
+4,256
+10% +$194K 0.9% 25
2025
Q4 		$1.88M Buy
+41,399
New +$1.88M 0.8% 26

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B 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 $781M AUM 26.78% 1-Year Est. Return

Wayfinding Financial's MINO Position: Q1 2026 in Review

Wayfinding Financial increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 10% in Q1 2026, buying an estimated $194K and bringing the position to 45,655 shares worth $2.06M. The position accounts for 0.9% of the portfolio, ranked #25.

Wayfinding Financial first reported a position in MINO in Q4 2025 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

  • Wayfinding Financial held 45,655 shares of PIMCO Municipal Income Opportunities Active ETF worth $2.06M as of Q1 2026.
  • Wayfinding Financial bought 4,256 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2026, an estimated $194K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.9% of Wayfinding Financial's portfolio in Q1 2026, its #25 holding.
  • Wayfinding Financial first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.