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

Avid Wealth Partners’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 		$1.26M Buy
12,501
+1,223
+11% +$123K 0.57% 28
2026
Q2 		$1.14M Sell
11,278
-365
-3% -$36.7K 0.55% 26
2026
Q1 		$1.17M Sell
11,643
-5,980
-34% -$601K 0.55% 25
2025
Q4 		$1.77M Buy
17,623
+2,936
+20% +$295K 0.86% 24
2025
Q3 		$1.48M Buy
14,687
+11,305
+334% +$1.14M 0.73% 26
2025
Q2 		$340K Sell
3,382
-6,106
-64% -$612K 0.19% 43
2025
Q1 		$955K Sell
9,488
-4,746
-33% -$477K 0.65% 25
2024
Q4 		$1.43M Sell
14,234
-205
-1% -$20.6K 1.01% 20
2024
Q3 		$1.45M Buy
14,439
+358
+3% +$36K 1.03% 20
2024
Q2 		$1.42M Sell
14,081
-6,437
-31% -$646K 1.1% 21
2024
Q1 		$2.06M Sell
20,518
-11,613
-36% -$1.16M 1.66% 19
2023
Q4 		$3.21M Buy
+32,131
New +$3.21M 3.18% 11

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
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Avid Wealth Partners's MINT Position: Q3 2026 in Review

Avid Wealth Partners increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 11% in Q3 2026, buying an estimated $123K and bringing the position to 12,501 shares worth $1.26M. The position accounts for 0.57% of the portfolio, ranked #28.

Avid Wealth Partners first reported a position in MINT in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.21M in Q4 2023. 403 funds tracked by Wall St. Rank hold MINT as of Q3 2026.

  • Avid Wealth Partners held 12,501 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $1.26M as of Q3 2026.
  • Avid Wealth Partners bought 1,223 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2026, an estimated $123K.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.57% of Avid Wealth Partners's portfolio in Q3 2026, its #28 holding.
  • Avid Wealth Partners first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2023 and has held it in 12 quarters since.
  • Avid Wealth Partners's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $3.21M in Q4 2023.
  • 403 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.