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 Q2	$32.7K	Hold	325	–	–	﹤0.01%	516
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 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

Cornerstone Planning Group's MINT Position: Q2 2026 in Review

Cornerstone Planning Group held its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) position steady in Q2 2026 at 325 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Cornerstone Planning Group first reported a position in MINT in Q4 2022 and has held it in 10 quarters since. The position peaked at $67.2K in Q4 2022. 758 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

Cornerstone Planning Group held 325 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $32.7K as of Q2 2026.
Cornerstone Planning Group left its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #516 holding.
Cornerstone Planning Group first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2022 and has held it in 10 quarters since.
Cornerstone Planning Group's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $67.2K in Q4 2022.
758 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.