AWE
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Avidian Wealth Enterprises’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Avidian Wealth Enterprises’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 		$1.78M Buy
17,703
+8,821
+99% +$888K 0.05% 233
2026
Q2 		$895K Buy
8,882
+943
+12% +$94.8K 0.02% 348
2026
Q1 		$798K Sell
7,939
-3,722
-32% -$374K 0.03% 331
2025
Q4 		$1.17M Sell
11,661
-124
-1% -$12.5K 0.04% 204
2025
Q3 		$1.19M Buy
11,785
+937
+9% +$94.1K 0.04% 197
2025
Q2 		$1.09M Sell
10,848
-977
-8% -$98K 0.04% 193
2025
Q1 		$1.19M Sell
11,825
-116
-1% -$11.7K 0.05% 176
2024
Q4 		$1.2M Buy
11,941
+167
+1% +$16.8K 0.05% 164
2024
Q3 		$1.19M Buy
11,774
+241
+2% +$24.2K 0.05% 164
2024
Q2 		$1.16M Sell
11,533
-376
-3% -$37.8K 0.05% 166
2024
Q1 		$1.2M Buy
11,909
+2,257
+23% +$226K 0.06% 143
2023
Q4 		$963K Buy
9,652
+231
+2% +$23.1K 0.06% 172
2023
Q3 		$943K Buy
9,421
+955
+11% +$95.3K 0.07% 169
2023
Q2 		$845K Buy
8,466
+16
+0.2% +$1.59K 0.06% 201
2023
Q1 		$839K Hold
8,450
– – 0.05% 223
2022
Q4 		$834K Sell
8,450
-533
-6% -$52.6K 0.05% 202
2022
Q3 		$888K Buy
8,983
+643
+8% +$63.7K 0.06% 161
2022
Q2 		$827K Buy
8,340
+3,253
+64% +$324K 0.06% 187
2022
Q1 		$510K Sell
5,087
-2,009
-28% -$203K 0.03% 299
2021
Q4 		$721K Buy
+7,096
New +$722K 0.04% 238

Other funds holding MINT

G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Avidian Wealth Enterprises's MINT Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 99% in Q3 2026, buying an estimated $888K and bringing the position to 17,703 shares worth $1.78M. The position accounts for 0.05% of the portfolio, ranked #233.

Avidian Wealth Enterprises first reported a position in MINT in Q4 2021 and has held it in 20 quarters since. 41 funds tracked by Wall St. Rank hold MINT as of Q3 2026.

  • Avidian Wealth Enterprises held 17,703 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $1.78M as of Q3 2026.
  • Avidian Wealth Enterprises bought 8,821 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2026, an estimated $888K.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.05% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #233 holding.
  • Avidian Wealth Enterprises first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2021 and has held it in 20 quarters since.
  • 41 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.