Estate Counselors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Estate Counselors’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
2025 Q3	–	Sell	-92,655	Closed	-$9.32M	–	99
2025 Q2	$9.32M	Buy	+92,655	New	+$9.29M	0.92%	15
2023 Q4	–	Sell	-5,945	Closed	-$595K	–	129
2023 Q3	$595K	Sell	5,945 -6,410	-52%	-$640K	0.08%	105
2023 Q2	$1.23M	Buy	12,355 +900	+8%	+$89.4K	0.16%	95
2023 Q1	$1.14M	Sell	11,455 -286,535	-96%	-$28.4M	0.15%	96
2022 Q4	$29.4M	Buy	297,990 +278,160	+1,403%	+$27.4M	4.11%	3
2022 Q3	$1.96M	Buy	19,830 +7,725	+64%	+$766K	0.3%	48
2022 Q2	$1.2M	Sell	12,105 -65,610	-84%	-$6.54M	0.18%	66
2022 Q1	$7.78M	Buy	77,715 +71,005	+1,058%	+$7.17M	1.01%	35
2021 Q4	$681K	Buy	6,710 +5,185	+340%	+$527K	0.08%	103
2021 Q3	$155K	Buy	+1,525	New	+$156K	0.02%	135

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Estate Counselors's MINT Position: Q3 2025 in Review

Estate Counselors sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q3 2025, closing a stake of 92,655 shares — an estimated $9.32M sold.

Estate Counselors first reported a position in MINT in Q3 2021 and held it in 10 quarters. The position peaked at $29.4M in Q4 2022. 700 funds tracked by Wall St. Rank hold MINT as of Q3 2025.

Estate Counselors reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
Estate Counselors sold 92,655 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2025, an estimated $9.32M.
Estate Counselors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2021 and held it in 10 quarters.
Estate Counselors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $29.4M in Q4 2022.
700 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2025.

Based on Estate Counselors's 13F filing for Q3 2025, filed 31 Oct 2025.