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

Drive Wealth Management’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 Q3	–	Sell	-2,781	Closed	-$280K	–	341
2024 Q2	$280K	Sell	2,781 -30	-1%	-$3.01K	0.08%	213
2024 Q1	$283K	Sell	2,811 -2,609	-48%	-$261K	0.08%	213
2023 Q4	$544K	Sell	5,420 -19,503	-78%	-$1.95M	0.18%	113
2023 Q3	$2.5M	Buy	+24,923	New	+$2.49M	0.91%	23

Other funds holding MINT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Drive Wealth Management's MINT Position: Q3 2024 in Review

Drive Wealth Management sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q3 2024, closing a stake of 2,781 shares — an estimated $280K sold.

Drive Wealth Management first reported a position in MINT in Q3 2023 and held it in 4 quarters. The position peaked at $2.5M in Q3 2023. 639 funds tracked by Wall St. Rank hold MINT as of Q3 2024.

Drive Wealth Management reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
Drive Wealth Management sold 2,781 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2024, an estimated $280K.
Drive Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2023 and held it in 4 quarters.
Drive Wealth Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $2.5M in Q3 2023.
639 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2024.

Based on Drive Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.