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WealthPLAN Partners’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

WealthPLAN Partners’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
2025
Q2 		– Sell
-5,324
Closed -$238K – 263
2025
Q1 		$238K Sell
5,324
-63,765
-92% -$2.88M 0.03% 232
2024
Q4 		$3.11M Buy
69,089
+1,777
+3% +$81K 0.44% 69
2024
Q3 		$3.11M Sell
67,312
-1,879
-3% -$85.9K 0.42% 72
2024
Q2 		$3.14M Buy
69,191
+955
+1% +$43.2K 0.34% 84
2024
Q1 		$3.11M Sell
68,236
-183,852
-73% -$8.36M 0.32% 94
2023
Q4 		$11.4M Buy
252,088
+5,685
+2% +$248K 1.18% 15
2023
Q3 		$10.6M Buy
246,403
+62,679
+34% +$2.76M 1.23% 14
2023
Q2 		$8.19M Sell
183,724
-19,283
-9% -$857K 1.16% 15
2023
Q1 		$9.02M Sell
203,007
-153,395
-43% -$6.8M 1.03% 27
2022
Q4 		$15.9M Buy
+356,402
New +$15.3M 1.11% 27
2022
Q1 		$8.91M Buy
+198,422
New +$9.56M 0.62% 60

Other funds holding MINO

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GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.04B AUM 18.4% 1-Year Est. Return