Financial Engines Advisors
MINT icon

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

Financial Engines 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
Q1 		$6.07M Buy
60,403
+12,000
+25% +$1.21M 0.01% 132
2025
Q4 		$4.86M Sell
48,403
-3,302
-6% -$332K 0.01% 149
2025
Q3 		$5.21M Sell
51,705
-8,083
-14% -$812K 0.01% 146
2025
Q2 		$6.01M Buy
+59,788
New +$6M 0.01% 126
2023
Q4 		– Sell
-2,639
Closed -$264K – 333
2023
Q3 		$264K Buy
2,639
+110
+4% +$11K ﹤0.01% 251
2023
Q2 		$252K Sell
2,529
-407
-14% -$40.4K ﹤0.01% 259
2023
Q1 		$291K Buy
2,936
+469
+19% +$46.5K ﹤0.01% 249
2022
Q4 		$244K Hold
2,467
– – ﹤0.01% 261
2022
Q3 		$243K Hold
2,467
– – ﹤0.01% 261
2022
Q2 		$244K Buy
+2,467
New +$246K ﹤0.01% 267
2019
Q1 		– Sell
-2,046
Closed -$203K – 109
2018
Q4 		$203K Buy
2,046
+1,970
+2,592% +$200K ﹤0.01% 100
2018
Q3 		$8K Buy
76
+33
+77% +$3.35K ﹤0.01% 102
2018
Q2 		$4K Hold
43
– – ﹤0.01% 113
2018
Q1 		$4K Buy
+43
New +$4.37K ﹤0.01% 113

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return