Advocacy Wealth Management Services’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Advocacy Wealth Management Services’s Portfolio MINT Stock Details MINT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.09M	Sell	50,466 -3,675	-7%	-$370K	0.18%	64
2026 Q1	$5.44M	Buy	54,141 +2,672	+5%	+$269K	0.24%	60
2025 Q4	$5.16M	Sell	51,469 -2,178	-4%	-$219K	0.22%	62
2025 Q3	$5.4M	Sell	53,647 -6,481	-11%	-$651K	0.23%	65
2025 Q2	$6.04M	Buy	60,128 +9,035	+18%	+$906K	0.37%	36
2025 Q1	$5.14M	Buy	51,093 +5,319	+12%	+$535K	0.35%	37
2024 Q4	$4.59M	Sell	45,774 -3,924	-8%	-$394K	0.35%	32
2024 Q3	$5M	Sell	49,698 -9,644	-16%	-$969K	0.39%	28
2024 Q2	$5.97M	Sell	59,342 -7,338	-11%	-$737K	0.49%	24
2024 Q1	$6.7M	Sell	66,680 -9,808	-13%	-$983K	0.58%	25
2023 Q4	$7.63M	Buy	76,488 +10,627	+16%	+$1.06M	0.72%	32
2023 Q3	$6.6M	Buy	65,861 +15,630	+31%	+$1.56M	0.73%	18
2023 Q2	$5.01M	Buy	50,231 +7,575	+18%	+$753K	0.57%	18
2023 Q1	$4.23M	Buy	42,656 +7,864	+23%	+$780K	0.51%	19
2022 Q4	$3.43M	Buy	34,792 +4,814	+16%	+$475K	0.45%	22
2022 Q3	$2.96M	Buy	29,978 +1,866	+7%	+$185K	0.43%	21
2022 Q2	$2.79M	Sell	28,112 -537	-2%	-$53.5K	0.45%	21
2022 Q1	$2.87M	Sell	28,649 -8,829	-24%	-$892K	0.5%	21
2021 Q4	$3.81M	Sell	37,478 -2,018	-5%	-$205K	0.64%	15
2021 Q3	$4.03M	Sell	39,496 -208	-0.5%	-$21.2K	0.73%	16
2021 Q2	$4.05M	Sell	39,704 -16,543	-29%	-$1.69M	0.75%	17
2021 Q1	$5.73M	Sell	56,247 -3,857	-6%	-$394K	1.15%	15
2020 Q4	$6.13M	Sell	60,104 -713	-1%	-$72.7K	0.92%	18
2020 Q3	$6.2M	Buy	60,817 +30,089	+98%	+$3.06M	1%	17
2020 Q2	$3.13M	Buy	30,728 +4,174	+16%	+$421K	0.63%	21
2020 Q1	$2.63M	Sell	26,554 -14,313	-35%	-$1.45M	0.58%	15
2019 Q4	$4.15M	Buy	40,867 +1,250	+3%	+$127K	1.18%	14
2019 Q3	$4.03M	Buy	39,617 +26,842	+210%	+$2.73M	2.69%	14
2019 Q2	$1.3M	Buy	+12,775	New	+$1.3M	0.94%	19
2019 Q1	–	Sell	-20,152	Closed	-$2.03M	–	159
2018 Q4	$2.03M	Buy	20,152 +14,262	+242%	+$1.45M	1.53%	9
2018 Q3	$599K	Hold	5,890	–	–	0.37%	12
2018 Q2	$598K	Hold	5,890	–	–	0.39%	11
2018 Q1	$598K	Hold	5,890	–	–	0.41%	11
2017 Q4	$598K	Hold	5,890	–	–	0.41%	11
2017 Q3	$600K	Buy	5,890 +5,531	+1,541%	+$563K	0.24%	15
2017 Q2	$37K	Hold	359	–	–	0.01%	90
2017 Q1	$36K	Buy	+359	New	+$36.4K	0.01%	94

Other funds holding MINT

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Advocacy Wealth Management Services's MINT Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 6.8% in Q2 2026, selling an estimated $370K and leaving 50,466 shares worth $5.09M. The position accounts for 0.18% of the portfolio, ranked #64.

Advocacy Wealth Management Services first reported a position in MINT in Q1 2017 and has held it in 37 quarters since. The position peaked at $7.63M in Q4 2023. 360 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

Advocacy Wealth Management Services held 50,466 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $5.09M as of Q2 2026.
Advocacy Wealth Management Services sold 3,675 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $370K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.18% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #64 holding.
Advocacy Wealth Management Services first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2017 and has held it in 37 quarters since.
Advocacy Wealth Management Services's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $7.63M in Q4 2023.
360 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.