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

Concurrent Investment 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
2026 Q2	$5.85M	Sell	58,027 -64,028	-52%	-$6.44M	0.05%	395
2026 Q1	$12.3M	Buy	122,055 +50,674	+71%	+$5.09M	0.13%	165
2025 Q4	$7.16M	Buy	71,381 +8,567	+14%	+$861K	0.08%	260
2025 Q3	$6.32M	Sell	62,814 -21,112	-25%	-$2.12M	0.11%	200
2025 Q2	$8.44M	Buy	83,926 +50,875	+154%	+$5.1M	0.16%	136
2025 Q1	$3.33M	Buy	33,051 +3,585	+12%	+$360K	0.08%	254
2024 Q4	$2.96M	Buy	29,466 +22,550	+326%	+$2.27M	0.08%	251
2024 Q3	$696K	Sell	6,916 -7,262	-51%	-$729K	0.02%	547
2024 Q2	$1.43M	Buy	14,178 +11,800	+496%	+$1.18M	0.05%	357
2024 Q1	$239K	Sell	2,378 -270	-10%	-$27.1K	0.01%	740
2023 Q4	$264K	Buy	+2,648	New	+$265K	0.01%	689

Other funds holding MINT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Concurrent Investment Advisors's MINT Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 52% in Q2 2026, selling an estimated $6.44M and leaving 58,027 shares worth $5.85M. The position accounts for 0.05% of the portfolio, ranked #395.

Concurrent Investment Advisors first reported a position in MINT in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.3M in Q1 2026. 764 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

Concurrent Investment Advisors held 58,027 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $5.85M as of Q2 2026.
Concurrent Investment Advisors sold 64,028 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $6.44M.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #395 holding.
Concurrent Investment Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $12.3M in Q1 2026.
764 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.