Everpar Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Everpar Advisors’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 Q4	–	Sell	-1,994	Closed	-$201K	–	291
2025 Q3	$201K	Hold	1,994	–	–	0.08%	273
2025 Q2	$200K	Hold	1,994	–	–	0.09%	263
2025 Q1	$201K	Buy	+1,994	New	+$200K	0.11%	250
2024 Q2	–	Sell	-2,377	Closed	-$239K	–	270
2024 Q1	$239K	Sell	2,377 -3,200	-57%	-$321K	0.15%	205
2023 Q4	$557K	Buy	+5,577	New	+$557K	0.26%	138

Other funds holding MINT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.37T AUM 24.88% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Everpar Advisors's MINT Position: Q4 2025 in Review

Everpar Advisors sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2025, closing a stake of 1,994 shares — an estimated $201K sold.

Everpar Advisors first reported a position in MINT in Q4 2023 and held it in 5 quarters. The position peaked at $557K in Q4 2023. 732 funds tracked by Wall St. Rank hold MINT as of Q4 2025.

Everpar Advisors reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Everpar Advisors sold 1,994 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2025, an estimated $201K.
Everpar Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2023 and held it in 5 quarters.
Everpar Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $557K in Q4 2023.
732 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2025.

Based on Everpar Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.