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MINO icon

Williams & Novak’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Williams & Novak’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 		$487K Buy
10,650
+5,750
+117% +$261K 0.32% 73
2026
Q1 		$221K Buy
+4,900
New +$223K 0.17% 101

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

Williams & Novak's MINO Position: Q2 2026 in Review

Williams & Novak increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 117% in Q2 2026, buying an estimated $261K and bringing the position to 10,650 shares worth $487K. The position accounts for 0.32% of the portfolio, ranked #73.

Williams & Novak first reported a position in MINO in Q1 2026 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Williams & Novak held 10,650 shares of PIMCO Municipal Income Opportunities Active ETF worth $487K as of Q2 2026.
  • Williams & Novak bought 5,750 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $261K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.32% of Williams & Novak's portfolio in Q2 2026, its #73 holding.
  • Williams & Novak first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.