Beacon Financial Planning’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Beacon Financial Planning’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 Q1	$499K	Buy	+4,958	New	+$498K	0.19%	49

Other funds holding MINT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Beacon Financial Planning's MINT Position: Q1 2026 in Review

Beacon Financial Planning opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2026: 4,958 shares worth $499K. The stake represents 0.19% of the portfolio and ranks #49 among its holdings.

740 funds tracked by Wall St. Rank hold MINT as of Q1 2026.

Beacon Financial Planning held 4,958 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $499K as of Q1 2026.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Beacon Financial Planning position in Q1 2026.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.19% of Beacon Financial Planning's portfolio in Q1 2026, its #49 holding.
740 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.