MINO — PIMCO ETF TR

Ownership history in Cornerstone Advisory, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Cornerstone Advisory, LLC reported a position in PIMCO ETF TR (MINO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q3)
Avg. % of fund
0.02%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 4,565 — — 0.02% $207K $44.43
% of Fund (quarterly)    MINO price (monthly, adj. close)

Other funds also holding MINO

As of 2025 Q4 — sorted by position size

CarsonAllaria Wealth Management, Ltd. 3Y 3.46% Clarity Asset Management, Inc. 2.38% SITTNER & NELSON, LLC 3Y 1.7% Cardinal Point Capital Management ULC 1.65% Sprinkle Financial Consultants LLC 1.46% Bridgewealth Advisory Group, LLC 3Y 1.33% Laurel Wealth Planning LLC 3Y 1.24% VIAWEALTH, LLC 3Y 0.96% Asio Capital, LLC 3Y 0.93% Paulson Wealth Management Inc. 3Y 7Y 0.82%
← Back to Cornerstone Advisory, LLC Holdings