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

WealthShield 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
2026
Q2 		– Sell
-27,809
Closed -$1.26M – 514
2026
Q1 		$1.26M Buy
27,809
+4,021
+17% +$183K 0.14% 163
2025
Q4 		$1.08M Buy
23,788
+11,386
+92% +$518K 0.12% 170
2025
Q3 		$562K Sell
12,402
-290
-2% -$12.8K 0.06% 225
2025
Q2 		$561K Sell
12,692
-987
-7% -$43.5K 0.07% 222
2025
Q1 		$612K Buy
13,679
+58
+0.4% +$2.62K 0.08% 206
2024
Q4 		$616K Buy
13,621
+501
+4% +$22.8K 0.09% 194
2024
Q3 		$606K Sell
13,120
-506
-4% -$23.1K 0.08% 197
2024
Q2 		$619K Buy
13,626
+1,172
+9% +$53K 0.09% 184
2024
Q1 		$568K Buy
12,454
+1,332
+12% +$60.6K 0.09% 182
2023
Q4 		$507K Buy
11,122
+2,672
+32% +$117K 0.08% 197
2023
Q3 		$363K Buy
8,450
+5,209
+161% +$229K 0.05% 230
2023
Q2 		$144K Buy
+3,241
New +$144K 0.02% 307

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

WealthShield Partners's MINO Position: Q2 2026 in Review

WealthShield Partners sold out of PIMCO Municipal Income Opportunities Active ETF (MINO) in Q2 2026, closing a stake of 27,809 shares — an estimated $1.26M sold.

WealthShield Partners first reported a position in MINO in Q2 2023 and held it in 12 quarters. The position peaked at $1.26M in Q1 2026. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • WealthShield Partners reported no remaining PIMCO Municipal Income Opportunities Active ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 27,809 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $1.26M.
  • WealthShield Partners first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2023 and held it in 12 quarters.
  • WealthShield Partners's PIMCO Municipal Income Opportunities Active ETF position peaked at $1.26M in Q1 2026.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.