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Atria Wealth Solutions’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$5.87M Sell
58,494
-95,835
-62% -$9.61M 0.13% 185
2025
Q1 		$15.5M Buy
154,329
+84,248
+120% +$8.47M 0.19% 119
2024
Q4 		$7.05M Sell
70,081
-74,870
-52% -$7.52M 0.08% 267
2024
Q3 		$14.6M Buy
144,951
+3,214
+2% +$323K 0.16% 133
2024
Q2 		$14.3M Buy
141,737
+53,821
+61% +$5.4M 0.16% 135
2024
Q1 		$8.84M Buy
87,916
+18,153
+26% +$1.82M 0.1% 214
2023
Q4 		$6.97M Sell
69,763
-68,631
-50% -$6.86M 0.09% 236
2023
Q3 		$13.9M Buy
138,394
+48,093
+53% +$4.8M 0.19% 114
2023
Q2 		$9.01M Buy
90,301
+44,441
+97% +$4.41M 0.12% 167
2023
Q1 		$4.55M Sell
45,860
-127,993
-74% -$12.7M 0.07% 287
2022
Q4 		$17.2M Buy
173,853
+100,237
+136% +$9.88M 0.28% 86
2022
Q3 		$7.28M Buy
73,616
+33,873
+85% +$3.36M 0.13% 171
2022
Q2 		$3.94M Sell
39,743
-9,137
-19% -$910K 0.07% 273
2022
Q1 		$4.9M Buy
+48,880
New +$4.94M 0.08% 259

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's MINT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 62% in Q2 2025, selling an estimated $9.61M and leaving 58,494 shares worth $5.87M. The position accounts for 0.13% of the portfolio, ranked #185.

Atria Wealth Solutions first reported a position in MINT in Q1 2022 and has held it in 14 quarters since. The position peaked at $17.2M in Q4 2022. 694 funds tracked by Wall St. Rank hold MINT as of Q2 2025.

  • Atria Wealth Solutions held 58,494 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $5.87M as of Q2 2025.
  • Atria Wealth Solutions sold 95,835 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2025, an estimated $9.61M.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.13% of Atria Wealth Solutions's portfolio in Q2 2025, its #185 holding.
  • Atria Wealth Solutions first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $17.2M in Q4 2022.
  • 694 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.