PIMCO Municipal Income OpporMINOETF

13F holders, Q1 2025 (March 31)
90holders +6
17new positions
8sold out
$44.71avg. 13F price*

At the end of Q1 2025, 90 institutions reported holding PIMCO Municipal Income Oppor (MINO) in their 13F filings, up 6 from Q4 2024. 17 opened new positions and 8 sold out. The largest holders were Cwm, LLC ($19.1M), LPL Financial LLC ($16.2M) and Waterway Wealth Management, LLC ($12.5M).

Company
PIMCO Municipal Income Oppor
Filed as
PIMCO ETF TR (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions17$13.5M
Exits8$4.3M

All 13F filers, Q4 2024 → Q1 2025: 1,106,400 shares bought and 323,359 shares sold, net +783,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 90 holders

Cwm, LLC 0.08% Add +3.6% 425,983 $19.1M
LPL Financial LLC 0.01% Add +20.5% 362,866 $16.2M
Waterway Wealth Management, LLC 5.21% Add +22.1% 279,280 $12.5M
Private Advisor Group, LLC 0.06% Add +64.1% 216,066 $9.7M
NorthCoast Asset Management LLC 0.04% Add +69.4% 199,950 $8.9M
Envestnet Asset Management Inc. 0.00% Add +45.5% 178,670 $8.0M
Truist Financial Corp. 0.01% Add +105.5% 164,208 $7.3M
Osaic Holdings, Inc. 0.02% Add +34.0% 157,868 $7.1M
Clarity Asset Management, Inc. 4.36% Add +1.8% 151,271 $6.8M
Jane Street Group, LLC 0.01% Add +78.9% 141,353 $6.3M
NewEdge Advisors, LLC 0.04% Add +10.8% 135,517 $6.1M
HighTower Advisors, LLC 0.01% Add +37.4% 115,471 $5.2M
Paulson Wealth Management Inc. 1.45% Add +0.2% 115,183 $5.2M
CarsonAllaria Wealth Management, Ltd. 2.86% Reduce -29.9% 110,315 $4.9M
JPMorgan Chase & Co. 0.00% New 103,581 $4.6M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -3.5% 102,827 $4.6M
Commonwealth Equity Services, LLC 0.01% Add +234.8% 85,996 $3.8M
BCS Wealth Management 0.96% Add +1.3% 83,514 $3.7M
Avantax Advisory Services, Inc. 0.02% Add +6.1% 60,173 $2.7M
Visionary Wealth Advisors 0.15% Add +3.3% 56,529 $2.5M
Lokken Investment Group LLC 0.95% Add +4.1% 50,399 $2.3M
Econ Financial Services Corp 1.18% Reduce -18.7% 49,427 $2.2M
Vestmark Advisory Solutions, Inc. 0.06% New 48,278 $2.2M
StoneX Group Inc. 0.11% Add +4.7% 46,109 $2.1M
PAX Financial Group, LLC 0.36% Add +6.5% 45,518 $2.0M
Quadcap Wealth Management, LLC 0.29% Add +27.9% 44,277 $2.0M
Raymond James Financial Inc. 0.00% Add +106.5% 44,114 $2.0M
Laurel Wealth Planning LLC 1.14% Add +29.9% 38,472 $1.7M
Orion Porfolio Solutions, LLC 0.02% Reduce -10.8% 38,098 $1.7M
Orion Portfolio Solutions, LLC 0.02% Reduce -10.8% 38,098 $1.7M
Stifel Financial Corp. 0.00% Add +17.2% 36,857 $1.6M
Hedeker Wealth, LLC 0.44% Add +2.5% 36,662 $1.6M
Sprinkle Financial Consultants LLC 0.98% New 34,494 $1.5M
Able Wealth Management LLC 0.65% Add +46.9% 24,627 $1.1M
CreativeOne Wealth, LLC 0.03% Add +14.8% 23,852 $1.1M
Equitable Holdings, Inc. 0.01% Reduce -1.3% 23,822 $1.1M
Royal Bank of Canada 0.00% Add +1566.3% 22,878 $1.0M
Wealth Enhancement Advisory Services, LLC 0.00% New 22,851 $1.0M
Summit Investment Advisory Services, LLC 0.47% Add +24.4% 21,279 $952K
Destiny Wealth Partners, LLC 0.14% Reduce -0.2% 20,417 $913K
Viawealth, LLC 0.56% New 20,338 $910K
Flow Traders U.S. LLC 0.04% Add +347.0% 20,204 $904K
Bridgewealth Advisory Group, LLC 1.18% Reduce -78.7% 20,151 $901K
Landmark Wealth Management, LLC 0.39% Add +5.8% 19,918 $891K
Trademark Financial Management, LLC 0.59% Reduce -1.1% 17,307 $774K
Beckerman Institutional, LLC 0.55% Add +29.9% 16,987 $760K
Advisor Resource Council 0.06% New 18,099 $712K
Premier Path Wealth Partners, LLC 0.11% Add +1.5% 15,619 $699K
Kestra Private Wealth Services, LLC 0.01% Add +168.4% 14,941 $668K
Sterling Investment Advisors, Ltd. 0.16% Add +26.8% 14,610 $654K
Waverly Advisors, LLC 0.01% Add +4.5% 14,332 $641K
WealthShield Partners, LLC 0.08% Add +0.4% 13,679 $612K
Farther Finance Advisors, LLC 0.01% Add +118.1% 12,481 $560K
MML Investors Services, LLC 0.00% Add +170.3% 12,062 $540K
Wetzel Investment Advisors, Inc. 0.27% No change 12,000 $537K
Dahring | Cusmano LLC 0.42% Add +66.1% 10,796 $483K
Crossmark Global Holdings, Inc. 0.01% New 10,311 $462K
Integrity Wealth Solutions LLC 0.23% New 9,694 $434K
Sittner & Nelson, LLC 0.18% New 9,647 $432K
Janney Montgomery Scott LLC 0.00% Add +56.8% 9,581 $429K
SouthState Bank Corp 0.02% New 9,146 $409K
Barnes Wealth Management Group, Inc 0.26% Add +4.2% 8,945 $400K
GPS Wealth Strategies Group, LLC 0.05% Reduce -53.1% 8,107 $363K
Envestnet Portfolio Solutions, Inc. 0.00% Add +4.2% 7,738 $346K
Kestra Advisory Services, LLC 0.00% Reduce -42.0% 6,996 $313K
Cetera Investment Advisers 0.00% Reduce -24.8% 6,833 $306K
Avaii Wealth Management, LLC 0.16% Add +9.8% 6,786 $304K
Clear Point Advisors Inc. 0.26% Add +0.6% 6,354 $284K
Nautilus Advisors LLC 0.23% No change 6,320 $283K
High Net Worth Advisory Group LLC 0.08% No change 6,022 $269K
Argent Trust Co 0.01% No change 5,780 $259K
Richard P Slaughter Associates Inc 0.06% No change 5,780 $259K
WealthPLAN Partners, LLC 0.03% Reduce -92.3% 5,324 $238K
Beacon Financial Advisory LLC 0.07% New 5,075 $227K
Financial Futures Ltd Liability Co. 0.12% New 4,741 $212K
IFP Advisors, Inc 0.01% Reduce -2.1% 3,597 $161K
Tanglewood Legacy Advisors, LLC 0.06% New 3,000 $134K
Blair William & Co. 0.00% No change 2,490 $111K
UBS Group AG 0.00% Add +329.1% 2,433 $109K
Creative Financial Designs Inc. 0.01% Add +61.9% 2,306 $103K
Harbour Investments, Inc. 0.00% Add +5000.0% 2,244 $100K
Semmax Financial Advisors Inc. 0.02% New 1,947 $86K
Private Trust Co. NA 0.01% New 1,515 $68K
Principal Securities, Inc. 0.00% No change 926 $42K
Sunbelt Securities, Inc. 0.00% No change 546 $24K
Allianz Asset Management GmbH 0.00% Add +5.0% 416 $19K
Cape Investment Advisory, Inc. 0.01% New 300 $13K
Steward Partners Investment Advisory, LLC 0.00% Reduce -91.7% 58 $3K
Tortoise Investment Management, LLC 0.00% No change 40 $2K
Morgan Stanley 0.00% No change 1 $75

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