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 Q3	–	Sell	-325	Closed	-$32.7K	–	1085
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	$1.7K	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cornerstone Planning Group's MINT Position: Q3 2026 in Review

Cornerstone Planning Group sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q3 2026, closing a stake of 325 shares — an estimated $32.7K sold.

Cornerstone Planning Group first reported a position in MINT in Q4 2022 and held it in 10 quarters. The position peaked at $67.2K in Q4 2022. 237 funds tracked by Wall St. Rank hold MINT as of Q3 2026.

Cornerstone Planning Group reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 325 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2026, an estimated $32.7K.
Cornerstone Planning Group first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2022 and held it in 10 quarters.
Cornerstone Planning Group's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $67.2K in Q4 2022.
237 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.