Apella Capital
MINT icon

Apella Capital’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Apella Capital’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 		$1M Buy
9,992
+7,584
+315% +$763K 0.01% 398
2026
Q2 		$242K Sell
2,408
-164
-6% -$16.5K ﹤0.01% 629
2026
Q1 		$259K Buy
2,572
+314
+14% +$31.6K ﹤0.01% 593
2025
Q4 		$227K Hold
2,258
– – ﹤0.01% 493
2025
Q3 		$227K Hold
2,258
– – 0.01% 433
2025
Q2 		$226K Hold
2,258
– – 0.01% 394
2025
Q1 		$226K Sell
2,258
-1,095
-33% -$110K 0.01% 358
2024
Q4 		$336K Buy
3,353
+1,016
+43% +$102K 0.01% 273
2024
Q3 		$234K Sell
2,337
-470
-17% -$47.2K 0.01% 300
2024
Q2 		$282K Sell
2,807
-112
-4% -$11.2K 0.01% 268
2024
Q1 		$293K Sell
2,919
-469
-14% -$47K 0.01% 248
2023
Q4 		$338K Buy
3,388
+533
+19% +$53.3K 0.02% 226
2023
Q3 		$286K Hold
2,855
– – 0.02% 219
2023
Q2 		$285K Buy
+2,855
New +$284K 0.02% 220
2022
Q4 		$282K Sell
2,855
-153
-5% -$15.1K 0.03% 201
2022
Q3 		$297K Hold
3,008
– – 0.03% 175
2022
Q2 		$298K Buy
+3,008
New +$300K 0.04% 179

Other funds holding MINT

Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
G
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $197M AUM 7.58% 1-Year Est. Return

Apella Capital's MINT Position: Q3 2026 in Review

Apella Capital increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 315% in Q3 2026, buying an estimated $763K and bringing the position to 9,992 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #398.

Apella Capital first reported a position in MINT in Q2 2022 and has held it in 17 quarters since. 179 funds tracked by Wall St. Rank hold MINT as of Q3 2026.

  • Apella Capital held 9,992 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $1M as of Q3 2026.
  • Apella Capital bought 7,584 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2026, an estimated $763K.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.01% of Apella Capital's portfolio in Q3 2026, its #398 holding.
  • Apella Capital first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2022 and has held it in 17 quarters since.
  • 179 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.