Advocate Group
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Advocate Group’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Advocate Group’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
Q3 		$5.19M Buy
51,634
+3,278
+7% +$330K 0.8% 50
2026
Q2 		$4.87M Sell
48,356
-18,694
-28% -$1.88M 0.73% 54
2026
Q1 		$6.74M Buy
67,050
+5,427
+9% +$546K 1.05% 38
2025
Q4 		$6.18M Buy
61,623
+4,492
+8% +$451K 1% 42
2025
Q3 		$5.75M Buy
57,131
+5,145
+10% +$517K 0.95% 46
2025
Q2 		$5.23M Buy
51,986
+256
+0.5% +$25.7K 0.93% 48
2025
Q1 		$5.21M Buy
51,730
+2,384
+5% +$240K 0.95% 47
2024
Q4 		$4.95M Buy
49,346
+3,158
+7% +$317K 0.93% 46
2024
Q3 		$4.65M Buy
46,188
+2,245
+5% +$225K 0.84% 52
2024
Q2 		$4.42M Buy
43,943
+216
+0.5% +$21.7K 0.89% 51
2024
Q1 		$4.4M Sell
43,727
-175
-0.4% -$17.5K 0.87% 50
2023
Q4 		$4.38M Sell
43,902
-2,393
-5% -$239K 0.94% 48
2023
Q3 		$4.64M Buy
46,295
+401
+0.9% +$40K 1.07% 41
2023
Q2 		$4.58M Buy
45,894
+1,110
+2% +$110K 1.01% 44
2023
Q1 		$4.44M Sell
44,784
-2,041
-4% -$203K 0.97% 43
2022
Q4 		$4.62M Sell
46,825
-5,108
-10% -$504K 0.99% 41
2022
Q3 		$5.13M Sell
51,933
-4,621
-8% -$458K 1.27% 33
2022
Q2 		$5.6M Buy
+56,554
New +$5.63M 1.31% 33

Other funds holding MINT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Gainplan
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Advocate Group's MINT Position: Q3 2026 in Review

Advocate Group increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 6.8% in Q3 2026, buying an estimated $330K and bringing the position to 51,634 shares worth $5.19M. The position accounts for 0.8% of the portfolio, ranked #50.

Advocate Group first reported a position in MINT in Q2 2022 and has held it in 18 quarters since. The position peaked at $6.74M in Q1 2026. 346 funds tracked by Wall St. Rank hold MINT as of Q3 2026.

  • Advocate Group held 51,634 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $5.19M as of Q3 2026.
  • Advocate Group bought 3,278 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2026, an estimated $330K.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.8% of Advocate Group's portfolio in Q3 2026, its #50 holding.
  • Advocate Group first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $6.74M in Q1 2026.
  • 346 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.