Centerpoint Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Centerpoint Advisors’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
2025 Q1	–	Sell	-68	Closed	-$7K	–	426
2024 Q4	$7K	Hold	68	–	–	﹤0.01%	361
2024 Q3	$7K	Buy	+68	New	+$6.83K	﹤0.01%	380

Other funds holding MINT

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

Centerpoint Advisors's MINT Position: Q1 2025 in Review

Centerpoint Advisors sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2025, closing a stake of 68 shares — an estimated $7K sold.

Centerpoint Advisors first reported a position in MINT in Q3 2024 and held it in 2 quarters. The position peaked at $7K in Q4 2024. 691 funds tracked by Wall St. Rank hold MINT as of Q1 2025.

Centerpoint Advisors reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Centerpoint Advisors sold 68 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2025, an estimated $7K.
Centerpoint Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2024 and held it in 2 quarters.
Centerpoint Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $7K in Q4 2024.
691 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2025.

Based on Centerpoint Advisors's 13F filing for Q1 2025, filed 13 May 2025.