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 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

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

CSP

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWM

CarsonAllaria Wealth Management Glen Carbon, Illinois $231M AUM 20.96% 1-Year Est. Return

TNA

True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

Wetzel Investment Advisors's MINO Position: Q2 2026 in Review

Wetzel Investment Advisors held its PIMCO Municipal Income Opportunities Active ETF (MINO) position steady in Q2 2026 at 12,000 shares worth $549K. The position accounts for 0.19% of the portfolio, ranked #69.

Wetzel Investment Advisors first reported a position in MINO in Q4 2023 and has held it in 11 quarters since. The position peaked at $554K in Q3 2024. 79 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

Wetzel Investment Advisors held 12,000 shares of PIMCO Municipal Income Opportunities Active ETF worth $549K as of Q2 2026.
Wetzel Investment Advisors left its PIMCO Municipal Income Opportunities Active ETF share count unchanged in Q2 2026.
PIMCO Municipal Income Opportunities Active ETF made up 0.19% of Wetzel Investment Advisors's portfolio in Q2 2026, its #69 holding.
Wetzel Investment Advisors first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's PIMCO Municipal Income Opportunities Active ETF position peaked at $554K in Q3 2024.
79 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.