WealthPlan Investment Management’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
+6,245
| New | +$276K | 0.02% | 300 |
|
|
2024
Q1 | – | Sell |
-198,734
| Closed | -$9.03M | – | 193 |
|
|
2023
Q4 | $9.03M | Buy |
198,734
+5,310
| +3% | +$241K | 1.45% | 20 |
|
|
2023
Q3 | $8.3M | Buy |
193,424
+83,038
| +75% | +$3.56M | 1.47% | 24 |
|
|
2023
Q2 | $4.92M | Sell |
110,386
-58,190
| -35% | -$2.59M | 1.47% | 22 |
|
|
2023
Q1 | $7.49M | Sell |
168,576
-187,478
| -53% | -$8.33M | 1.29% | 31 |
|
|
2022
Q4 | $15.9M | Buy |
356,054
+67,841
| +24% | +$3.04M | 1.11% | 27 |
|
|
2022
Q3 | $12.7M | Buy |
+288,213
| New | +$12.7M | 0.93% | 41 |
|
|
2022
Q1 | $8.91M | Buy |
+198,422
| New | +$8.91M | 0.62% | 60 |
|