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 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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Crown Wealth Group's MINT Position: Q2 2026 in Review

Crown Wealth Group increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 96% in Q2 2026, buying an estimated $731K and bringing the position to 14,873 shares worth $1.5M. The position accounts for 0.38% of the portfolio, ranked #38.

Crown Wealth Group first reported a position in MINT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.98M in Q4 2024. 340 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

Crown Wealth Group held 14,873 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $1.5M as of Q2 2026.
Crown Wealth Group bought 7,269 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $731K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.38% of Crown Wealth Group's portfolio in Q2 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 11 quarters since.
Crown Wealth Group's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1.98M in Q4 2024.
340 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.