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

Crown Wealth 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 		$1.55M Buy
15,463
+590
+4% +$59.4K 0.39% 38
2026
Q2 		$1.5M Buy
14,873
+7,269
+96% +$731K 0.38% 38
2026
Q1 		$765K Buy
7,604
+3,291
+76% +$331K 0.22% 53
2025
Q4 		$433K Sell
4,313
-1,729
-29% -$174K 0.12% 76
2025
Q3 		$608K Buy
6,042
+1,602
+36% +$161K 0.18% 63
2025
Q2 		$446K Sell
4,440
-652
-13% -$65.4K 0.17% 60
2025
Q1 		$512K Sell
5,092
-14,690
-74% -$1.48M 0.27% 48
2024
Q4 		$1.98M Buy
19,782
+10,217
+107% +$1.03M 0.81% 23
2024
Q3 		$963K Sell
9,565
-4,200
-31% -$422K 0.42% 38
2024
Q2 		$1.39M Sell
13,765
-501
-4% -$50.3K 0.69% 25
2024
Q1 		$1.43M Buy
14,266
+8,051
+130% +$807K 0.74% 24
2023
Q4 		$620K Buy
+6,215
New +$621K 0.37% 39

Other funds holding MINT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Gainplan
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Crown Wealth Group's MINT Position: Q3 2026 in Review

Crown Wealth Group increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 4% in Q3 2026, buying an estimated $59.4K and bringing the position to 15,463 shares worth $1.55M. The position accounts for 0.39% of the portfolio, ranked #38.

Crown Wealth Group first reported a position in MINT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.98M in Q4 2024. 316 funds tracked by Wall St. Rank hold MINT as of Q3 2026.

  • Crown Wealth Group held 15,463 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $1.55M as of Q3 2026.
  • Crown Wealth Group bought 590 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2026, an estimated $59.4K.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.39% of Crown Wealth Group's portfolio in Q3 2026, its #38 holding.
  • Crown Wealth Group first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2023 and has held it in 12 quarters since.
  • Crown Wealth Group's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1.98M in Q4 2024.
  • 316 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.