CFFP
MINT icon

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

Center for 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 		– Sell
-20
Closed -$2.01K – 699
2025
Q4 		$2.01K Buy
+20
New +$2.01K ﹤0.01% 609

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Center for Financial Planning's MINT Position: Q1 2026 in Review

Center for Financial Planning sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2026, closing a stake of 20 shares — an estimated $2.01K sold.

Center for Financial Planning first reported a position in MINT in Q4 2025 and held it in 1 quarter. The position peaked at $2.01K in Q4 2025. 744 funds tracked by Wall St. Rank hold MINT as of Q1 2026.

  • Center for Financial Planning reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • Center for Financial Planning sold 20 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2026, an estimated $2.01K.
  • Center for Financial Planning first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2025 and held it in 1 quarter.
  • Center for Financial Planning's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $2.01K in Q4 2025.
  • 744 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.