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

Evolution 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
2021 Q2	–	Sell	-9,828	Closed	-$1M	–	655
2021 Q1	$1M	Buy	+9,828	New	+$1M	0.22%	62
2019 Q2	–	Sell	-887	Closed	-$90K	–	480
2019 Q1	$90K	Buy	+887	New	+$89.8K	0.04%	65

Other funds holding MINT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

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

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

Evolution Wealth Advisors's MINT Position: Q2 2021 in Review

Evolution Wealth Advisors sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q2 2021, closing a stake of 9,828 shares — an estimated $1M sold.

Evolution Wealth Advisors first reported a position in MINT in Q1 2019 and held it in 2 quarters. The position peaked at $1M in Q1 2021. 626 funds tracked by Wall St. Rank hold MINT as of Q2 2021.

Evolution Wealth Advisors reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 9,828 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2021, an estimated $1M.
Evolution Wealth Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2019 and held it in 2 quarters.
Evolution Wealth Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1M in Q1 2021.
626 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2021.

Based on Evolution Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.