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

Anchor Pointe Wealth Management’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
2024 Q4	$2.39M	Buy	+23,737	New	+$2.39M	3.11%	6

Other funds holding MINT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Anchor Pointe Wealth Management's MINT Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2024: 23,737 shares worth $2.39M. The stake represents 3.11% of the portfolio and ranks #6 among its holdings.

689 funds tracked by Wall St. Rank hold MINT as of Q4 2024.

Anchor Pointe Wealth Management held 23,737 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $2.39M as of Q4 2024.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Anchor Pointe Wealth Management position in Q4 2024.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 3.11% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #6 holding.
689 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.