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

Capital 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
Q3 		$1.2M Buy
+11,927
New +$1.2M 0.32% 36
2022
Q1 		– Sell
-58,883
Closed -$5.98M – 67
2021
Q4 		$5.98M Buy
58,883
+51,742
+725% +$5.26M 2.21% 20
2021
Q3 		$728K Buy
+7,141
New +$728K 0.3% 41

Other funds holding MINT

KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 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
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Capital Planning's MINT Position: Q3 2026 in Review

Capital Planning opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q3 2026: 11,927 shares worth $1.2M. The stake represents 0.32% of the portfolio and ranks #36 among its holdings. This is a return to the name: Capital Planning previously reported a position in MINT as recently as Q4 2021.

Capital Planning first reported a position in MINT in Q3 2021 and has held it in 3 quarters since. The position peaked at $5.98M in Q4 2021. 67 funds tracked by Wall St. Rank hold MINT as of Q3 2026.

  • Capital Planning held 11,927 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $1.2M as of Q3 2026.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Capital Planning position in Q3 2026.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.32% of Capital Planning's portfolio in Q3 2026, its #36 holding.
  • Capital Planning first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2021 and has held it in 3 quarters since.
  • Capital Planning's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $5.98M in Q4 2021.
  • 67 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.