WN
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
Q3 		$345K Sell
8,105
-2,545
-24% -$113K 0.2% 90
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

SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TA
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
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

Williams & Novak's MINO Position: Q3 2026 in Review

Williams & Novak reduced its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 24% in Q3 2026, selling an estimated $113K and leaving 8,105 shares worth $345K. The position accounts for 0.2% of the portfolio, ranked #90.

Williams & Novak first reported a position in MINO in Q1 2026 and has held it in 3 quarters since. The position peaked at $487K in Q2 2026. 11 funds tracked by Wall St. Rank hold MINO as of Q3 2026.

  • Williams & Novak held 8,105 shares of PIMCO Municipal Income Opportunities Active ETF worth $345K as of Q3 2026.
  • Williams & Novak sold 2,545 PIMCO Municipal Income Opportunities Active ETF shares in Q3 2026, an estimated $113K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.2% of Williams & Novak's portfolio in Q3 2026, its #90 holding.
  • Williams & Novak first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2026 and has held it in 3 quarters since.
  • Williams & Novak's PIMCO Municipal Income Opportunities Active ETF position peaked at $487K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.