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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
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 $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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

WealthShield Partners's MINO Position: Q1 2026 in Review

WealthShield Partners increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 17% in Q1 2026, buying an estimated $183K and bringing the position to 27,809 shares worth $1.26M. The position accounts for 0.14% of the portfolio, ranked #163.

WealthShield Partners first reported a position in MINO in Q2 2023 and has held it in 12 quarters since. 143 funds tracked by Wall St. Rank hold MINO as of Q1 2026.

  • WealthShield Partners held 27,809 shares of PIMCO Municipal Income Opportunities Active ETF worth $1.26M as of Q1 2026.
  • WealthShield Partners bought 4,021 PIMCO Municipal Income Opportunities Active ETF shares in Q1 2026, an estimated $183K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.14% of WealthShield Partners's portfolio in Q1 2026, its #163 holding.
  • WealthShield Partners first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q2 2023 and has held it in 12 quarters since.
  • 143 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.