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

Discipline Wealth Solutions’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
2024
Q4 		– Sell
-2,231
Closed -$225K – 78
2024
Q3 		$225K Buy
+2,231
New +$224K 0.12% 65

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Discipline Wealth Solutions's MINT Position: Q4 2024 in Review

Discipline Wealth Solutions sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2024, closing a stake of 2,231 shares — an estimated $225K sold.

Discipline Wealth Solutions first reported a position in MINT in Q3 2024 and held it in 1 quarter. The position peaked at $225K in Q3 2024. 688 funds tracked by Wall St. Rank hold MINT as of Q4 2024.

  • Discipline Wealth Solutions reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Discipline Wealth Solutions sold 2,231 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2024, an estimated $225K.
  • Discipline Wealth Solutions first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2024 and held it in 1 quarter.
  • Discipline Wealth Solutions's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $225K in Q3 2024.
  • 688 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2024.

Based on Discipline Wealth Solutions's 13F filing for Q4 2024, filed 26 Feb 2025.