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Crewe Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Crewe Advisors’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 		$128K Sell
1,270
-1,306
-51% -$131K 0.01% 254
2025
Q4 		$258K Hold
2,576
– – 0.02% 186
2025
Q3 		$259K Sell
2,576
-65
-2% -$6.53K 0.02% 182
2025
Q2 		$266K Buy
2,641
+942
+55% +$94.5K 0.04% 132
2025
Q1 		$171K Buy
1,699
+7
+0.4% +$704 0.02% 151
2024
Q4 		$170K Buy
1,692
+7
+0.4% +$703 0.02% 158
2024
Q3 		$170K Buy
1,685
+7
+0.4% +$703 0.02% 165
2024
Q2 		$169K Sell
1,678
-3,057
-65% -$307K 0.02% 193
2024
Q1 		$476K Buy
4,735
+8
+0.2% +$802 0.06% 103
2023
Q4 		$472K Buy
4,727
+4,082
+633% +$408K 0.07% 49
2023
Q3 		$64.6K Buy
+645
New +$64.4K 0.01% 122

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return