Wetzel Investment Advisors’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Wetzel Investment Advisors’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 Q3	$511K	Hold	12,000	–	–	0.18%	72
2026 Q2	$549K	Hold	12,000	–	–	0.19%	69
2026 Q1	$542K	Hold	12,000	–	–	0.22%	71
2025 Q4	$544K	Hold	12,000	–	–	0.22%	64
2025 Q3	$544K	Hold	12,000	–	–	0.23%	66
2025 Q2	$531K	Hold	12,000	–	–	0.24%	64
2025 Q1	$537K	Hold	12,000	–	–	0.27%	65
2024 Q4	$542K	Hold	12,000	–	–	0.27%	66
2024 Q3	$554K	Hold	12,000	–	–	0.28%	65
2024 Q2	$548K	Hold	12,000	–	–	0.31%	57
2024 Q1	$540K	Hold	12,000	–	–	0.32%	56
2023 Q4	$545K	Buy	+12,000	New	+$523K	0.33%	50

Other funds holding MINO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Wetzel Investment Advisors's MINO Position: Q3 2026 in Review

Wetzel Investment Advisors held its PIMCO Municipal Income Opportunities Active ETF (MINO) position steady in Q3 2026 at 12,000 shares worth $511K. The position accounts for 0.18% of the portfolio, ranked #72.

Wetzel Investment Advisors first reported a position in MINO in Q4 2023 and has held it in 12 quarters since. The position peaked at $554K in Q3 2024. 19 funds tracked by Wall St. Rank hold MINO as of Q3 2026.

Wetzel Investment Advisors held 12,000 shares of PIMCO Municipal Income Opportunities Active ETF worth $511K as of Q3 2026.
Wetzel Investment Advisors left its PIMCO Municipal Income Opportunities Active ETF share count unchanged in Q3 2026.
PIMCO Municipal Income Opportunities Active ETF made up 0.18% of Wetzel Investment Advisors's portfolio in Q3 2026, its #72 holding.
Wetzel Investment Advisors first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2023 and has held it in 12 quarters since.
Wetzel Investment Advisors's PIMCO Municipal Income Opportunities Active ETF position peaked at $554K in Q3 2024.
19 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2026.

Based on Wetzel Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.