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

EverSource Wealth 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
2026 Q2	$1.44M	Sell	14,309 -3,900	-21%	-$392K	0.05%	276
2026 Q1	$1.83M	Buy	18,209 +17,938	+6,619%	+$1.8M	0.06%	231
2025 Q4	$27.2K	Buy	271 +25	+10%	+$2.51K	﹤0.01%	2182
2025 Q3	$24.8K	Sell	246 -2,421	-91%	-$243K	﹤0.01%	2206
2025 Q2	$268K	Sell	2,667 -981	-27%	-$98.4K	0.01%	729
2025 Q1	$367K	Buy	3,648 +2,300	+171%	+$231K	0.02%	459
2024 Q4	$135K	Buy	1,348 +996	+283%	+$100K	0.01%	812
2024 Q3	$35.4K	Sell	352 -72	-17%	-$7.23K	﹤0.01%	1215
2024 Q2	$42.7K	Buy	424 +1	+0.2%	+$100	﹤0.01%	1163
2024 Q1	$42.6K	Buy	+423	New	+$42.4K	﹤0.01%	1046
2023 Q1	–	Sell	-150	Closed	-$14.8K	–	2472
2022 Q4	$14.8K	Buy	+150	New	+$14.8K	﹤0.01%	1177
2022 Q2	–	Sell	-111	Closed	-$11K	–	1822
2022 Q1	$11K	Buy	+111	New	+$11.2K	﹤0.01%	936

Other funds holding MINT

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

EverSource Wealth Advisors's MINT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 21% in Q2 2026, selling an estimated $392K and leaving 14,309 shares worth $1.44M. The position accounts for 0.05% of the portfolio, ranked #276.

EverSource Wealth Advisors first reported a position in MINT in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.83M in Q1 2026. 759 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

EverSource Wealth Advisors held 14,309 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $1.44M as of Q2 2026.
EverSource Wealth Advisors sold 3,900 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $392K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #276 holding.
EverSource Wealth Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2022 and has held it in 12 quarters since.
EverSource Wealth Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1.83M in Q1 2026.
759 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.