Cornerstone Planning Group’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Cornerstone Planning Group’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 Q1	$32.6K	Hold	325	–	–	﹤0.01%	518
2025 Q4	$32.7K	Sell	325 -3,799	-92%	-$382K	0.01%	448
2025 Q3	$20K	Buy	4,124 +3,782	+1,106%	+$380K	﹤0.01%	584
2025 Q2	$34.3K	Buy	342 +325	+1,912%	+$32.6K	0.01%	304
2025 Q1	$1.71K	Buy	+17	New	+$1.71K	﹤0.01%	1024
2024 Q1	–	Sell	-349	Closed	-$34.8K	–	1164
2023 Q4	$34.8K	Hold	349	–	–	0.01%	234
2023 Q3	$34.9K	Hold	349	–	–	0.01%	227
2023 Q2	$34.8K	Buy	+349	New	+$34.7K	0.01%	313
2022 Q4	$67.2K	Buy	+677	New	+$66.7K	0.03%	219

Other funds holding MINT

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

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

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return