PIMCO Municipal Income OpporMINOETF

13F holders, Q4 2024 (December 31)
84holders +15
14new positions
4sold out
$45.07avg. 13F price*

At the end of Q4 2024, 84 institutions reported holding PIMCO Municipal Income Oppor (MINO) in their 13F filings, up 15 from Q3 2024. 14 opened new positions and 4 sold out. The largest holders were Cwm, LLC ($18.5M), LPL Financial LLC ($13.6M) and Waterway Wealth Management, LLC ($10.3M).

Company
PIMCO Municipal Income Oppor
Filed as
PIMCO ETF TR (Q4 2024)
CUSIP
72201R635
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 54Q1 2024Q2 2024: 61Q2 2024Q3 2024: 69Q3 2024Q4 2024: 84Q4 2024Q1 2025: 90Q1 2025Q2 2025: 104Q2 2025Q3 2025: 109Q3 2025Q4 2025: 136Q4 2025Q1 2026: 143Q1 2026Q2 2026: 165Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions14$16.6M
Exits4$2.1M

All 13F filers, Q3 2024 → Q4 2024: 680,348 shares bought and 198,325 shares sold, net +482,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 84 holders

Cwm, LLC 0.08% Add +1.7% 411,344 $18.5M
LPL Financial LLC 0.01% Add +5.8% 301,151 $13.6M
Waterway Wealth Management, LLC 4.53% Add +36.7% 228,713 $10.3M
CarsonAllaria Wealth Management, Ltd. 4.06% Add +1.2% 157,280 $7.1M
Clarity Asset Management, Inc. 4.36% Add +1.9% 148,566 $6.7M
Private Advisor Group, LLC 0.03% Reduce -31.2% 131,690 $5.9M
Envestnet Asset Management Inc. 0.00% Add +31.7% 122,838 $5.5M
NewEdge Advisors, LLC 0.03% Add +2.2% 122,285 $5.5M
NorthCoast Asset Management LLC 0.03% New 118,058 $5.3M
Osaic Holdings, Inc. 0.01% Add +6.0% 117,776 $5.3M
Paulson Wealth Management Inc. 1.41% Reduce -7.5% 114,989 $5.2M
Cambridge Investment Research Advisors, Inc. 0.02% Add +13.9% 106,571 $4.8M
Bridgewealth Advisory Group, LLC 1.21% Add +2.8% 94,709 $4.3M
HighTower Advisors, LLC 0.01% New 84,056 $3.8M
BCS Wealth Management 0.92% Add +4.0% 82,454 $3.7M
Truist Financial Corp. 0.01% New 79,907 $3.6M
Jane Street Group, LLC 0.01% Add +575.4% 78,997 $3.6M
WealthPLAN Partners, LLC 0.44% Add +2.6% 69,089 $3.1M
Econ Financial Services Corp 1.57% Reduce -15.6% 60,817 $2.7M
Avantax Advisory Services, Inc. 0.02% Add +18.3% 56,735 $2.6M
Visionary Wealth Advisors 0.14% Add +2.4% 54,733 $2.5M
Independent Advisor Alliance 0.03% New 49,333 $2.2M
Lokken Investment Group LLC 0.94% Add +177.8% 48,432 $2.2M
StoneX Group Inc. 0.11% Reduce -2.5% 44,025 $2.0M
Orion Porfolio Solutions, LLC 0.02% Reduce -29.3% 42,735 $1.9M
Orion Portfolio Solutions, LLC 0.02% Reduce -29.3% 42,735 $1.9M
PAX Financial Group, LLC 0.34% Add +4.4% 42,725 $1.9M
Hedeker Wealth, LLC 0.40% Add +1.1% 35,778 $1.6M
Quadcap Wealth Management, LLC 0.23% Add +53.6% 34,632 $1.6M
Arrowroot Family Office, LLC 0.77% Reduce -0.5% 32,863 $1.5M
Stifel Financial Corp. 0.00% Reduce -0.2% 31,441 $1.4M
Laurel Wealth Planning LLC 0.86% Add +52.7% 29,618 $1.3M
Commonwealth Equity Services, LLC 0.00% Add +7.3% 25,689 $1.2M
Equitable Holdings, Inc. 0.01% Reduce -9.1% 24,143 $1.1M
SFG Wealth Management, LLC. 0.54% Reduce -0.9% 22,957 $1.0M
Raymond James Financial Inc. 0.00% — 21,363 $963K
CreativeOne Wealth, LLC 0.03% Add +7.5% 20,777 $936K
Destiny Wealth Partners, LLC 0.15% Add +1.2% 20,457 $922K
Landmark Wealth Management, LLC 0.38% Reduce -2.9% 18,832 $849K
Trademark Financial Management, LLC 0.63% Add +25.8% 17,498 $788K
GPS Wealth Strategies Group, LLC 0.10% Reduce -41.0% 17,289 $779K
Summit Investment Advisory Services, LLC 0.40% Add +0.0% 17,107 $771K
Able Wealth Management LLC 0.50% Add +80.6% 16,760 $755K
Premier Path Wealth Partners, LLC 0.11% Reduce -0.7% 15,388 $693K
Waverly Advisors, LLC 0.01% Add +20.9% 13,720 $618K
WealthShield Partners, LLC 0.09% Add +3.8% 13,621 $616K
Beckerman Institutional, LLC 0.47% Add +25.3% 13,073 $589K
Kestra Advisory Services, LLC 0.00% Add +89.0% 12,069 $544K
Susquehanna International Group, LLP 0.00% Reduce -55.4% 12,058 $543K
Wetzel Investment Advisors, Inc. 0.27% No change 12,000 $542K
Sterling Investment Advisors, Ltd. 0.13% New 11,525 $519K
Cetera Investment Advisers 0.00% Reduce -13.5% 9,083 $409K
Barnes Wealth Management Group, Inc 0.26% — 8,584 $387K
Private Capital Management LLC 0.07% Add +2.1% 8,213 $370K
Envestnet Portfolio Solutions, Inc. 0.00% New 7,428 $335K
Dahring | Cusmano LLC 0.27% — 6,501 $293K
Nautilus Advisors LLC 0.23% — 6,320 $285K
Clear Point Advisors Inc. 0.24% Reduce -37.7% 6,314 $284K
Avaii Wealth Management, LLC 0.14% New 6,181 $279K
Janney Montgomery Scott LLC 0.00% Add +2.3% 6,109 $275K
High Net Worth Advisory Group LLC 0.08% No change 6,022 $271K
Richard P Slaughter Associates Inc 0.06% No change 5,780 $260K
Argent Trust Co 0.01% No change 5,780 $260K
Farther Finance Advisors, LLC 0.01% Reduce -6.0% 5,722 $258K
Kestra Private Wealth Services, LLC 0.00% Add +12.7% 5,567 $251K
Oregon Pacific Wealth Management, LLC 0.20% — 4,585 $207K
Flow Traders U.S. LLC 0.01% New 4,520 $204K
Bordeaux Wealth Advisors LLC 0.03% No change 4,465 $201K
MML Investors Services, LLC 0.00% New 4,463 $201K
IFP Advisors, Inc 0.01% Add +165.7% 3,675 $166K
Blair William & Co. 0.00% No change 2,490 $112K
Creative Financial Designs Inc. 0.01% Add +0.6% 1,424 $64K
Royal Bank of Canada 0.00% New 1,373 $62K
GeoWealth Management, LLC 0.00% Add +63.2% 1,265 $57K
Coppell Advisory Solutions LLC 0.01% New 1,225 $55K
Principal Securities, Inc. 0.00% Add +11.6% 926 $42K
Steward Partners Investment Advisory, LLC 0.00% New 697 $31K
UBS Group AG 0.00% Add +280.5% 567 $26K
Sunbelt Securities, Inc. 0.00% No change 546 $25K
Allianz Asset Management GmbH 0.00% Add +80.0% 396 $18K
Harbour Investments, Inc. 0.00% No change 44 $2K
Tortoise Investment Management, LLC 0.00% Reduce -83.3% 40 $2K
Morgan Stanley 0.00% New 1 $89
FMR LLC 0.00% New 1 $45

"% of holder's portfolio" is MINO's weight in each manager's 13F, not the share of PIMCO Municipal Income Oppor the manager owns.