Bridgewealth Advisory Group, LLC MINO holdings history
PIMCO MUNICIPAL INCOME OPPOR · CUSIP 72201R635 · CIK 1801982
As of 2026-06-30, Bridgewealth Advisory Group, LLC reported 135.67K MINO (shares), valued at $6.21M, or 1.17% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares increased 4.15%; reported value increased 5.51%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.17% | 135,671 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 1.22% | 130,270 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 1.33% | 132,772 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 0.52% | 49,783 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 0.54% | 48,520 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 1.18% | 20,151 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 1.21% | 94,709 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 1.55% | 92,147 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 1.87% | 92,784 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 2.17% | 97,166 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 3.41% | 97,935 | SEC filing ↗Filed Feb 5, 2024 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 3.41% | 97,935 | $4.45M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | 2.17% | 97,166 | $4.43M | Shares decreased 0.79%; reported value decreased 0.33%, and weight changed -1.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 1.87% | 92,784 | $4.22M | Shares decreased 4.51%; reported value decreased 4.91%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 1.55% | 92,147 | $4.25M | Shares decreased 0.69%; reported value increased 0.89%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 1.21% | 94,709 | $4.28M | Shares increased 2.78%; reported value increased 0.71%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 1.18% | 20,151 | $901.35K | Shares decreased 78.72%; reported value decreased 78.96%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 0.54% | 48,520 | $2.15M | Shares increased 140.78%; reported value increased 138.09%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 0.52% | 49,783 | $2.26M | Shares increased 2.60%; reported value increased 5.11%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 1.33% | 132,772 | $6.02M | Shares increased 166.70%; reported value increased 166.76%, and weight changed +0.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 1.22% | 130,270 | $5.88M | Shares decreased 1.88%; reported value decreased 2.21%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 1.17% | 135,671 | $6.21M | Shares increased 4.15%; reported value increased 5.51%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 2026 |
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