PIMCO Municipal Income OpporMINOETF
13F holders, Q2 2024 (June 30)61holders +7
9new positions
2sold out
$45.44avg. 13F price*
At the end of Q2 2024, 61 institutions reported holding PIMCO Municipal Income Oppor (MINO) in their 13F filings, up 7 from Q1 2024. 9 opened new positions and 2 sold out. The largest holders were Cwm, LLC ($15.1M), LPL Financial LLC ($10.9M) and CarsonAllaria Wealth Management, Ltd. ($7.2M).
- Company
- PIMCO Municipal Income Oppor
- Filed as
- PIMCO ETF TR (Q2 2024)
- CUSIP
- 72201R635
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.3M |
| Exits | 2 | $2.1M |
All 13F filers, Q1 2024 → Q2 2024: 455,072 shares bought and 123,870 shares sold, net +331,202 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Cwm, LLC | 0.07% | Add +16.3% | 333,086 | $15.1M |
| LPL Financial LLC | 0.01% | Add +0.5% | 240,638 | $10.9M |
| CarsonAllaria Wealth Management, Ltd. | 4.43% | Add +11.7% | 159,288 | $7.2M |
| Private Advisor Group, LLC | 0.04% | Reduce -13.8% | 132,461 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Add +75.9% | 108,261 | $4.9M |
| Clarity Asset Management, Inc. | 3.39% | Add +2.4% | 104,972 | $4.8M |
| Bridgewealth Advisory Group, LLC | 1.87% | Reduce -4.5% | 92,784 | $4.2M |
| NewEdge Advisors, LLC | 0.03% | Add +198.0% | 86,961 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +55.7% | 86,101 | $3.9M |
| Paulson Wealth Management Inc. | 1.13% | Add +0.5% | 85,270 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +124.1% | 75,105 | $3.4M |
| BCS Wealth Management | 1.61% | Add +10.4% | 72,885 | $3.3M |
| WealthPLAN Partners, LLC | 0.34% | Add +1.4% | 69,191 | $3.1M |
| Econ Financial Services Corp | 1.91% | Add +21.7% | 67,869 | $3.1M |
| Visionary Wealth Advisors | 0.15% | Add +11.8% | 51,758 | $2.4M |
| Flow Traders U.S. LLC | 0.11% | New | 50,271 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +28.3% | 48,927 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -10.1% | 48,655 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -10.1% | 48,655 | $2.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +65.7% | 37,291 | $1.7M |
| StoneX Group Inc. | 0.13% | Reduce -17.5% | 36,311 | $1.6M |
| CreativeOne Wealth, LLC | 0.08% | Add +146.2% | 34,931 | $1.6M |
| PAX Financial Group, LLC | 0.31% | Add +22.6% | 34,413 | $1.6M |
| GPS Wealth Strategies Group, LLC | 0.23% | Add +0.3% | 33,455 | $1.5M |
| Arrowroot Family Office, LLC | 0.96% | Add +1.6% | 33,054 | $1.5M |
| Chicago Capital, LLC | 0.04% | Reduce -32.2% | 32,688 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +2.1% | 26,310 | $1.2M |
| SFG Wealth Management, LLC. | 0.60% | Reduce -0.0% | 23,205 | $1.1M |
| Destiny Wealth Partners, LLC | 0.16% | New | 20,145 | $915K |
| Landmark Wealth Management, LLC | 0.71% | Add +0.0% | 20,098 | $913K |
| Laurel Wealth Planning LLC | 0.60% | Add +125.3% | 18,871 | $857K |
| Lokken Investment Group LLC | 0.38% | Add +27.2% | 17,890 | $813K |
| Advisor Resource Council | 1.02% | Add +36.9% | 16,993 | $772K |
| Premier Path Wealth Partners, LLC | 0.12% | Add +19.2% | 15,188 | $690K |
| WealthShield Partners, LLC | 0.09% | Add +9.4% | 13,626 | $619K |
| Krilogy Financial LLC | 0.04% | New | 13,050 | $593K |
| Trademark Financial Management, LLC | 0.46% | Add +30.4% | 12,514 | $569K |
| Crown Wealth Group, LLC | 0.28% | Reduce -18.3% | 12,426 | $565K |
| Wetzel Investment Advisors, Inc. | 0.31% | No change | 12,000 | $548K |
| Cetera Investment Advisers | 0.00% | Reduce -1.0% | 11,079 | $503K |
| Clear Point Advisors Inc. | 0.41% | Add +283.1% | 10,959 | $498K |
| Waverly Advisors, LLC | 0.01% | Add +9.2% | 10,710 | $487K |
| Quadcap Wealth Management, LLC | 0.06% | New | 7,223 | $328K |
| Hedeker Wealth, LLC | 0.09% | Reduce -68.1% | 6,998 | $318K |
| Private Capital Management LLC | 0.06% | Add +18.7% | 6,763 | $307K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 6,022 | $274K |
| Kestra Advisory Services, LLC | 0.00% | Add +12.5% | 5,573 | $253K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.6% | 5,314 | $241K |
| Financial Futures Ltd Liability Co. | 0.13% | Add +4.4% | 4,708 | $214K |
| Bordeaux Wealth Advisors LLC | 0.04% | No change | 4,465 | $203K |
| Creative Financial Designs Inc. | 0.01% | New | 1,406 | $64K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,399 | $63K |
| IFP Advisors, Inc | 0.00% | Add +1.0% | 1,370 | $62K |
| Camelot Portfolios, LLC | 0.03% | New | 1,000 | $45K |
| GeoWealth Management, LLC | 0.00% | New | 381 | $17K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -22.6% | 240 | $11K |
| Principal Securities, Inc. | 0.00% | Add +0.5% | 220 | $10K |
| Allianz Asset Management GmbH | 0.00% | Add +7.0% | 214 | $10K |
| UBS Group AG | 0.00% | New | 174 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 44 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $73 |
"% of holder's portfolio" is MINO's weight in each manager's 13F, not the share of PIMCO Municipal Income Oppor the manager owns.