Wealth Enhancement Advisory Services’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Wealth Enhancement Advisory Services’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	$6.76M	Buy	148,702 +32,387	+28%	+$1.47M	0.01%	847
2026 Q1	$5.26M	Sell	116,315 -123,830	-52%	-$5.64M	0.01%	879
2025 Q4	$10.9M	Buy	240,145 +4,142	+2%	+$188K	0.01%	665
2025 Q3	$10.7M	Buy	236,003 +192,140	+438%	+$8.51M	0.02%	634
2025 Q2	$1.93M	Buy	43,863 +21,012	+92%	+$926K	﹤0.01%	1365
2025 Q1	$1.02M	Buy	+22,851	New	+$1.03M	﹤0.01%	1590

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

Wealth Enhancement Advisory Services's MINO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 28% in Q2 2026, buying an estimated $1.47M and bringing the position to 148,702 shares worth $6.76M. The position accounts for 0.01% of the portfolio, ranked #847.

Wealth Enhancement Advisory Services first reported a position in MINO in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.9M in Q4 2025. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

Wealth Enhancement Advisory Services held 148,702 shares of PIMCO Municipal Income Opportunities Active ETF worth $6.76M as of Q2 2026.
Wealth Enhancement Advisory Services bought 32,387 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $1.47M.
PIMCO Municipal Income Opportunities Active ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #847 holding.
Wealth Enhancement Advisory Services first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2025 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's PIMCO Municipal Income Opportunities Active ETF position peaked at $10.9M in Q4 2025.
165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.