PIMCO Municipal Income OpporMINOETF
13F holders, Q1 2024 (March 31)54holders
$45.65avg. 13F price*
At the end of Q1 2024, 54 institutions reported holding PIMCO Municipal Income Oppor (MINO) in their 13F filings. The largest holders were Cwm, LLC ($13.1M), LPL Financial LLC ($10.9M) and Private Advisor Group, LLC ($7.0M).
- Company
- PIMCO Municipal Income Oppor
- Filed as
- PIMCO ETF TR (Q1 2024)
- CUSIP
- 72201R635
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $16.1M |
| Exits | 3 | $9.0M |
Ownership 54 holders
| Cwm, LLC | 0.06% | Add +52.1% | 286,367 | $13.1M |
| LPL Financial LLC | 0.01% | Add +223.4% | 239,341 | $10.9M |
| Private Advisor Group, LLC | 0.05% | Add +109.4% | 153,575 | $7.0M |
| CarsonAllaria Wealth Management, Ltd. | 4.09% | Add +50.5% | 142,670 | $6.5M |
| Clarity Asset Management, Inc. | 3.23% | New | 102,515 | $4.7M |
| Bridgewealth Advisory Group, LLC | 2.17% | Reduce -0.8% | 97,166 | $4.4M |
| Paulson Wealth Management Inc. | 1.14% | Add +2.1% | 84,850 | $3.9M |
| WealthPLAN Partners, LLC | 0.32% | Reduce -72.9% | 68,236 | $3.1M |
| BCS Wealth Management | 0.97% | Add +23.7% | 65,988 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -37.0% | 61,562 | $2.8M |
| Econ Financial Services Corp | 1.58% | New | 55,766 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -43.6% | 55,312 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -2.5% | 54,129 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -2.5% | 54,129 | $2.5M |
| Chicago Capital, LLC | 0.07% | New | 48,228 | $2.2M |
| Visionary Wealth Advisors | 0.14% | Add +15.4% | 46,313 | $2.1M |
| StoneX Group Inc. | 0.18% | Reduce -13.4% | 44,027 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +220.7% | 38,149 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +95.2% | 33,512 | $1.5M |
| GPS Wealth Strategies Group, LLC | 0.25% | Add +41.4% | 33,360 | $1.5M |
| Arrowroot Family Office, LLC | 0.95% | Add +6.5% | 32,522 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 30,044 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -8.6% | 29,185 | $1.3M |
| PAX Financial Group, LLC | 0.26% | Add +48.7% | 28,076 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +2.5% | 25,755 | $1.2M |
| SFG Wealth Management, LLC. | 0.63% | Reduce -29.6% | 23,212 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +13.1% | 22,512 | $1.0M |
| Hedeker Wealth, LLC | 0.29% | New | 21,958 | $1.0M |
| Landmark Wealth Management, LLC | 0.42% | Add +1.5% | 20,093 | $917K |
| Summit Investment Advisory Services, LLC | 0.44% | Add +16.8% | 16,193 | $739K |
| Crown Wealth Group, LLC | 0.36% | New | 15,212 | $694K |
| CreativeOne Wealth, LLC | 0.03% | Add +127.4% | 14,188 | $647K |
| Lokken Investment Group LLC | 0.32% | New | 14,067 | $642K |
| Premier Path Wealth Partners, LLC | 0.11% | New | 12,742 | $602K |
| WealthShield Partners, LLC | 0.09% | Add +12.0% | 12,454 | $568K |
| Advisor Resource Council | 0.24% | Reduce -48.2% | 12,413 | $564K |
| Wetzel Investment Advisors, Inc. | 0.32% | No change | 12,000 | $540K |
| Cetera Investment Advisers | 0.00% | New | 11,189 | $511K |
| Waverly Advisors, LLC | 0.01% | New | 9,808 | $448K |
| Trademark Financial Management, LLC | 0.36% | Add +51.8% | 9,599 | $438K |
| Laurel Wealth Planning LLC | 0.25% | New | 8,374 | $382K |
| High Net Worth Advisory Group LLC | 0.09% | New | 6,022 | $275K |
| Private Capital Management LLC | 0.06% | Reduce -16.9% | 5,699 | $260K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.1% | 5,229 | $239K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,952 | $226K |
| Financial Futures Ltd Liability Co. | 0.14% | New | 4,509 | $206K |
| Bordeaux Wealth Advisors LLC | 0.07% | New | 4,465 | $204K |
| Clear Point Advisors Inc. | 0.13% | New | 2,861 | $161K |
| IFP Advisors, Inc | 0.00% | Add +1.0% | 1,356 | $62K |
| Tortoise Investment Management, LLC | 0.00% | No change | 310 | $14K |
| Principal Securities, Inc. | 0.00% | Add +2.8% | 219 | $10K |
| Allianz Asset Management GmbH | 0.00% | Add +0.5% | 200 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 44 | $2K |
| Morgan Stanley | 0.00% | New | 1 | $50 |
"% of holder's portfolio" is MINO's weight in each manager's 13F, not the share of PIMCO Municipal Income Oppor the manager owns.