Purchases and Sales Made in Q2 2025 in Pimco ETF Tr Municipal Income (MINO)
This table provides information about the institutional ownership of Pimco ETF Tr Municipal Income (MINO) during Q2 2025. The information is specifically focused on institutions that hold shares of PIMCO ETF TR MUNICIPAL INCOME .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
133KNew |
$5.79M - $6.02M
|
133K
$5.85M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
55.2K+ 12.96% |
$2.4M - $2.49M
|
481K
$21.1M
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
46.2KNew |
$2.01M - $2.09M
|
46.2K
$2.03M
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
44.3KNew |
$1.92M - $2M
|
44.3K
$1.94M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
42.5K+ 25.88% |
$1.85M - $1.92M
|
207K
$9.08M
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
35.6K+ 32.25% |
$1.54M - $1.61M
|
146K
$6.41M
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
28.4K+ 140.78% |
$1.23M - $1.28M
|
48.5K
$2.13M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.5K+ 31.92% |
$1.19M - $1.24M
|
113K
$4.98M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21K+ 91.95% |
$912K - $949K
|
43.9K
$1.93M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.1K+ 7.86% |
$610K - $634K
|
193K
$8.46M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.8KNew |
$554K - $576K
|
12.8K
$560K
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
9.79K+ 101.02% |
$425K - $442K
|
19.5K
$856K
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.18KNew |
$399K - $414K
|
9.18K
$403K
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.63KNew |
$331K - $344K
|
7.63K
$335K
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6.53K+ 26.5% |
$283K - $295K
|
31.2K
$1.37M
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.25KNew |
$271K - $282K
|
6.25K
$274K
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
5.74K+ 39.29% |
$249K - $259K
|
20.4K
$894K
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
5.28K+ 15.31% |
$229K - $238K
|
39.8K
$1.75M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.86KNew |
$211K - $219K
|
4.86K
$213K
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.52K+ 12.65% |
$109K - $114K
|
22.4K
$985K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.44K+ 160.99% |
$106K - $110K
|
3.95K
$174K
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
747+ 6.92% |
$32.4K - $33.7K
|
11.5K
$507K
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
546New |
$23.7K - $24.7K
|
546
$24K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
519+ 5.42% |
$22.5K - $23.4K
|
10.1K
$444K
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
474+ 6.98% |
$20.6K - $21.4K
|
7.26K
$319K
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
180+ 0.55% |
$7.82K - $8.13K
|
33K
$1.45M
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
30+ 0.59% |
$1.3K - $1.35K
|
5.11K
$224K
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
23+ 5.53% |
$999 - $1.04K
|
439
$19.3K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
21+ 0.91% |
$912 - $948
|
2.33K
$102K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-288- 8.01% |
$12.5K - $13K
|
3.31K
$145K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-537- 4.3% |
$23.3K - $24.2K
|
11.9K
$525K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-630- 25.3% |
$27.4K - $28.4K
|
1.86K
$81.7K
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-699- 3.42% |
$30.4K - $31.6K
|
19.7K
$866K
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-913- 11.8% |
$39.6K - $41.2K
|
6.83K
$300K
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-952- 6.1% |
$41.3K - $43K
|
14.7K
$644K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.56K- 19.29% |
$67.9K - $70.6K
|
6.54K
$287K
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-2.56K- 5.18% |
$111K - $116K
|
46.9K
$2.06M
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2.73K- 15.75% |
$118K - $123K
|
14.6K
$640K
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-4.12K- 45.01% |
$179K - $186K
|
5.03K
$221K
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-11.2K- 22.32% |
$488K - $508K
|
39.2K
$1.72M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.4K- 16.89% |
$754K - $784K
|
85.5K
$3.75M
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-23.3K- 48.19% |
$1.01M - $1.05M
|
25K
$1.1M
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-30.9K- 37.03% |
$1.34M - $1.4M
|
52.6K
$2.31M
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-48.7K- 42.26% |
$2.11M - $2.2M
|
66.5K
$2.92M
|