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

Clear Perspective 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
2021 Q4	$1.16M	Sell	11,454 -650	-5%	-$66.1K	0.35%	53
2021 Q3	$1.23M	Buy	12,104 +1	+0%	+$102	0.42%	42
2021 Q2	$1.23M	Buy	12,103 +199	+2%	+$20.3K	0.43%	43
2021 Q1	$1.21M	Sell	11,904 -2,753	-19%	-$281K	0.47%	39
2020 Q4	$1.5M	Buy	14,657 +9,466	+182%	+$965K	0.61%	33
2020 Q3	$238	Buy	+5,191	New	+$529K	0.11%	123

Other funds holding MINT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Clear Perspective Advisors's MINT Position: Q4 2021 in Review

Clear Perspective Advisors reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 5.4% in Q4 2021, selling an estimated $66.1K and leaving 11,454 shares worth $1.16M. The position accounts for 0.35% of the portfolio, ranked #53.

Clear Perspective Advisors first reported a position in MINT in Q3 2020 and has held it in 6 quarters since. The position peaked at $1.5M in Q4 2020. 679 funds tracked by Wall St. Rank hold MINT as of Q4 2021.

Clear Perspective Advisors held 11,454 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $1.16M as of Q4 2021.
Clear Perspective Advisors sold 650 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2021, an estimated $66.1K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.35% of Clear Perspective Advisors's portfolio in Q4 2021, its #53 holding.
Clear Perspective Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2020 and has held it in 6 quarters since.
Clear Perspective Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1.5M in Q4 2020.
679 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.