Congress Wealth Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Congress Wealth Management’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 Q2	$3M	Sell	29,834 -3,677	-11%	-$369K	0.03%	492
2025 Q1	$3.37M	Buy	33,511 +27,334	+443%	+$2.75M	0.04%	387
2024 Q4	$620K	Buy	6,177 +752	+14%	+$75.6K	0.01%	595
2024 Q3	$546K	Buy	+5,425	New	+$545K	0.01%	626
2022 Q2	–	Sell	-10,147	Closed	-$1.02M	–	595
2022 Q1	$1.02M	Sell	10,147 -9,687	-49%	-$978K	0.02%	351
2021 Q4	$2.01M	Buy	+19,834	New	+$2.02M	0.04%	309

Other funds holding MINT

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

HWM

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

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

Congress Wealth Management's MINT Position: Q2 2025 in Review

Congress Wealth Management reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 11% in Q2 2025, selling an estimated $369K and leaving 29,834 shares worth $3M. The position accounts for 0.03% of the portfolio, ranked #492.

Congress Wealth Management first reported a position in MINT in Q4 2021 and has held it in 6 quarters since. The position peaked at $3.37M in Q1 2025. 694 funds tracked by Wall St. Rank hold MINT as of Q2 2025.

Congress Wealth Management held 29,834 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $3M as of Q2 2025.
Congress Wealth Management sold 3,677 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2025, an estimated $369K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #492 holding.
Congress Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2021 and has held it in 6 quarters since.
Congress Wealth Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $3.37M in Q1 2025.
694 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.