Coppell Advisory Solutions Corp’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Coppell Advisory Solutions Corp’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
2024 Q1	$4.15M	Buy	+41,306	New	+$4.14M	0.78%	29
2023 Q1	$950K	Buy	+9,581	New	+$951K	0.31%	84

Other funds holding MINT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

HWM

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Coppell Advisory Solutions Corp's MINT Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2024: 41,306 shares worth $4.15M. The stake represents 0.78% of the portfolio and ranks #29 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in MINT as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in MINT in Q1 2023 and has held it in 2 quarters since. 627 funds tracked by Wall St. Rank hold MINT as of Q1 2024.

Coppell Advisory Solutions Corp held 41,306 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $4.15M as of Q1 2024.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Coppell Advisory Solutions Corp position in Q1 2024.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.78% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #29 holding.
Coppell Advisory Solutions Corp first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2023 and has held it in 2 quarters since.
627 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.