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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

WealthPLAN Partners's MINO Position: Q2 2025 in Review

WealthPLAN Partners sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q2 2025, closing a stake of 5,324 shares — an estimated $238K sold.

WealthPLAN Partners first reported a position in MINO in Q1 2022 and held it in 11 quarters. The position peaked at $15.9M in Q4 2022. 104 funds tracked by Wall St. Rank hold MINO as of Q2 2025.

WealthPLAN Partners reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q2 2025 after selling out during the quarter.
WealthPLAN Partners sold 5,324 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2025, an estimated $238K.
WealthPLAN Partners first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2022 and held it in 11 quarters.
WealthPLAN Partners's PIMCO Municipal Income Opportunities Active ETF position peaked at $15.9M in Q4 2022.
104 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2025.

Based on WealthPLAN Partners's 13F filing for Q2 2025, filed 28 Jul 2025.