CPR Investments’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

CPR Investments’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	–	Sell	-2,007	Closed	-$202K	–	48
2025 Q1	$202K	Buy	+2,007	New	+$202K	0.18%	36
2024 Q4	–	Sell	-4,559	Closed	-$459K	–	39
2024 Q3	$459K	Sell	4,559 -1,572	-26%	-$158K	0.43%	30
2024 Q2	$617K	Buy	+6,131	New	+$616K	0.51%	28

Other funds holding MINT

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 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 $15.5B AUM 18.35% 1-Year Est. Return

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

CPR Investments's MINT Position: Q2 2025 in Review

CPR Investments sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q2 2025, closing a stake of 2,007 shares — an estimated $202K sold.

CPR Investments first reported a position in MINT in Q2 2024 and held it in 3 quarters. The position peaked at $617K in Q2 2024. 696 funds tracked by Wall St. Rank hold MINT as of Q2 2025.

CPR Investments reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
CPR Investments sold 2,007 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2025, an estimated $202K.
CPR Investments first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2024 and held it in 3 quarters.
CPR Investments's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $617K in Q2 2024.
696 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2025.

Based on CPR Investments's 13F filing for Q2 2025, filed 22 Jul 2025.