WealthPlan Investment Management’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

WealthPlan Investment Management’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	–	Sell	-5,126	Closed	-$232K	–	465
2025 Q4	$232K	Sell	5,126 -927	-15%	-$42.2K	0.01%	347
2025 Q3	$274K	Sell	6,053 -192	-3%	-$8.5K	0.02%	284
2025 Q2	$276K	Buy	+6,245	New	+$275K	0.02%	300
2024 Q1	–	Sell	-198,734	Closed	-$9.03M	–	193
2023 Q4	$9.03M	Buy	198,734 +5,310	+3%	+$232K	1.45%	20
2023 Q3	$8.3M	Buy	193,424 +83,038	+75%	+$3.66M	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%	-$8.32M	1.29%	31
2022 Q4	$15.9M	Buy	356,054 +67,841	+24%	+$2.92M	1.11%	27
2022 Q3	$12.7M	Buy	+288,213	New	+$12.8M	0.93%	41
2022 Q1	$8.91M	Buy	+198,422	New	+$9.56M	0.62%	60

Other funds holding MINO

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

WealthPlan Investment Management's MINO Position: Q1 2026 in Review

WealthPlan Investment Management sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q1 2026, closing a stake of 5,126 shares — an estimated $232K sold.

WealthPlan Investment Management first reported a position in MINO in Q1 2022 and held it in 10 quarters. The position peaked at $15.9M in Q4 2022. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

WealthPlan Investment Management reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q1 2026 after selling out during the quarter.
WealthPlan Investment Management sold 5,126 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2026, an estimated $232K.
WealthPlan Investment Management first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2022 and held it in 10 quarters.
WealthPlan Investment Management's PIMCO Municipal Income Opportunities Active ETF position peaked at $15.9M in Q4 2022.
143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.