MINO — PIMCO ETF TR

Ownership history in VIAWEALTH, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which VIAWEALTH, 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
0.96% (2025 Q4)
Avg. % of fund
0.84%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 37,688 +302 +0.8% 0.96% $1.7M $45.02
2025 Q3 ADDED 37,386 +3,143 +9.2% 0.93% $1.7M $44.43
2025 Q2 ADDED 34,243 +13,905 +68.4% 0.90% $1.5M $42.95
2025 Q1 INITIATED 20,338 — — 0.56% $910K $43.05
% 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% Asio Capital, LLC 3Y 0.93% Paulson Wealth Management Inc. 3Y 7Y 0.82% Wayfinding Financial, LLC 3Y 0.8%
← Back to VIAWEALTH, LLC Holdings