PIMCO Municipal Income OpporMINOETF
13F holders, Q3 2024 (September 30)69holders +8
13new positions
6sold out
$46.16avg. 13F price*
At the end of Q3 2024, 69 institutions reported holding PIMCO Municipal Income Oppor (MINO) in their 13F filings, up 8 from Q2 2024. 13 opened new positions and 6 sold out. The largest holders were Cwm, LLC ($18.7M), LPL Financial LLC ($13.1M) and Private Advisor Group, LLC ($8.8M).
- Company
- PIMCO Municipal Income Oppor
- Filed as
- PIMCO ETF TR (Q3 2024)
- CUSIP
- 72201R635
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $14.3M |
| Exits | 6 | $5.4M |
All 13F filers, Q2 2024 → Q3 2024: 751,706 shares bought and 175,671 shares sold, net +576,035 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Cwm, LLC | 0.08% | Add +21.4% | 404,506 | $18.7M |
| LPL Financial LLC | 0.01% | Add +18.3% | 284,772 | $13.1M |
| Private Advisor Group, LLC | 0.05% | Add +44.6% | 191,484 | $8.8M |
| Waterway Wealth Management, LLC | 3.32% | New | 167,315 | $7.7M |
| CarsonAllaria Wealth Management, Ltd. | 4.11% | Reduce -2.5% | 155,377 | $7.2M |
| Clarity Asset Management, Inc. | 4.68% | Add +39.0% | 145,856 | $6.7M |
| Paulson Wealth Management Inc. | 1.53% | Add +45.7% | 124,260 | $5.7M |
| NewEdge Advisors, LLC | 0.04% | Add +37.6% | 119,632 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Add +2.7% | 111,137 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +24.5% | 93,530 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.4% | 93,296 | $4.3M |
| Bridgewealth Advisory Group, LLC | 1.55% | Reduce -0.7% | 92,147 | $4.3M |
| BCS Wealth Management | 1.56% | Add +8.8% | 79,321 | $3.7M |
| Econ Financial Services Corp | 1.86% | Add +6.2% | 72,089 | $3.3M |
| WealthPLAN Partners, LLC | 0.42% | Reduce -2.7% | 67,312 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +24.2% | 60,418 | $2.8M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +24.2% | 60,418 | $2.8M |
| Visionary Wealth Advisors | 0.15% | Add +3.2% | 53,428 | $2.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +28.6% | 47,954 | $2.2M |
| StoneX Group Inc. | 0.15% | Add +24.4% | 45,179 | $2.1M |
| PAX Financial Group, LLC | 0.34% | Add +19.0% | 40,937 | $1.9M |
| Hedeker Wealth, LLC | 0.43% | Add +405.6% | 35,382 | $1.6M |
| Arrowroot Family Office, LLC | 0.89% | Reduce -0.1% | 33,022 | $1.5M |
| Stifel Financial Corp. | 0.00% | New | 31,511 | $1.5M |
| GPS Wealth Strategies Group, LLC | 0.18% | Reduce -12.5% | 29,283 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 27,055 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Add +1.0% | 26,567 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | New | 23,949 | $1.1M |
| SFG Wealth Management, LLC. | 0.57% | Reduce -0.2% | 23,155 | $1.1M |
| Quadcap Wealth Management, LLC | 0.16% | Add +212.1% | 22,542 | $1.0M |
| Advisor Resource Council | 0.43% | Add +20.0% | 20,384 | $941K |
| Destiny Wealth Partners, LLC | 0.16% | Add +0.3% | 20,208 | $933K |
| Laurel Wealth Planning LLC | 0.58% | Add +2.8% | 19,394 | $895K |
| Landmark Wealth Management, LLC | 0.39% | Reduce -3.5% | 19,387 | $895K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -44.7% | 19,320 | $892K |
| Crown Wealth Group, LLC | 0.35% | Add +42.0% | 17,648 | $815K |
| Lokken Investment Group LLC | 0.34% | Reduce -2.6% | 17,432 | $805K |
| Summit Investment Advisory Services, LLC | 0.42% | New | 17,106 | $790K |
| Premier Path Wealth Partners, LLC | 0.11% | Add +2.0% | 15,494 | $715K |
| Trademark Financial Management, LLC | 0.51% | Add +11.2% | 13,909 | $642K |
| WealthShield Partners, LLC | 0.08% | Reduce -3.7% | 13,120 | $606K |
| Wetzel Investment Advisors, Inc. | 0.28% | No change | 12,000 | $554K |
| Jane Street Group, LLC | 0.00% | New | 11,697 | $540K |
| Waverly Advisors, LLC | 0.01% | Add +6.0% | 11,350 | $524K |
| Cetera Investment Advisers | 0.00% | Reduce -5.2% | 10,498 | $485K |
| Beckerman Institutional, LLC | 0.41% | — | 10,437 | $482K |
| Clear Point Advisors Inc. | 0.36% | Reduce -7.6% | 10,128 | $468K |
| Able Wealth Management LLC | 0.32% | New | 9,282 | $428K |
| Private Capital Management LLC | 0.07% | Add +18.9% | 8,043 | $371K |
| Kestra Advisory Services, LLC | 0.00% | Add +14.6% | 6,385 | $295K |
| Farther Finance Advisors, LLC | 0.01% | Add +335.1% | 6,087 | $281K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 6,022 | $278K |
| Janney Montgomery Scott LLC | 0.00% | Add +12.4% | 5,971 | $276K |
| Richard P Slaughter Associates Inc | 0.06% | New | 5,780 | $267K |
| Argent Trust Co | 0.01% | New | 5,780 | $267K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 4,940 | $228K |
| Bordeaux Wealth Advisors LLC | 0.04% | No change | 4,465 | $206K |
| Chicago Capital, LLC | 0.01% | Reduce -86.6% | 4,378 | $202K |
| First Horizon Advisors, Inc. | 0.00% | New | 2,761 | $127K |
| Blair William & Co. | 0.00% | New | 2,490 | $115K |
| Creative Financial Designs Inc. | 0.01% | Add +0.6% | 1,415 | $65K |
| IFP Advisors, Inc | 0.00% | Add +0.9% | 1,383 | $64K |
| Principal Securities, Inc. | 0.00% | Add +277.3% | 830 | $38K |
| GeoWealth Management, LLC | 0.00% | Add +103.4% | 775 | $36K |
| Sunbelt Securities, Inc. | 0.00% | New | 546 | $25K |
| Tortoise Investment Management, LLC | 0.00% | No change | 240 | $11K |
| Allianz Asset Management GmbH | 0.00% | Add +2.8% | 220 | $10K |
| UBS Group AG | 0.00% | Reduce -14.4% | 149 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 44 | $2K |
"% of holder's portfolio" is MINO's weight in each manager's 13F, not the share of PIMCO Municipal Income Oppor the manager owns.