Financial Gravity Asset Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Financial Gravity Asset Management’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	$30K	Buy	298 +1	+0.3%	+$101	0.01%	387
2025 Q4	$29.8K	Sell	297 -6	-2%	-$603	0.01%	309
2025 Q3	$30.5K	Buy	+303	New	+$30.4K	0.01%	358
2025 Q1	$30.7K	Buy	+305	New	+$30.7K	0.01%	401
2024 Q2	$78.4K	Sell	779 -2,805	-78%	-$282K	0.02%	205
2024 Q1	$358K	Sell	3,584 -387	-10%	-$38.8K	0.1%	92
2023 Q4	$396K	Buy	+3,971	New	+$397K	0.11%	87
2021 Q3	$102K	Buy	394 +6	+2%	+$612	0.05%	348
2021 Q2	$102K	Buy	+388	New	+$39.6K	0.04%	342
2020 Q4	$40K	Buy	+392	New	+$40K	0.04%	96
2019 Q4	$102K	Sell	7,570 -5,596	-43%	-$569K	0.07%	311
2019 Q3	$1.34M	Sell	13,166 -3,364	-20%	-$342K	1.15%	15
2019 Q2	$1.68M	Sell	16,530 -3,366	-17%	-$342K	1.38%	7
2019 Q1	$2.02M	Buy	+19,896	New	+$2.02M	1.63%	9
2018 Q3	$110K	Buy	1,083 +431	+66%	+$43.8K	0.12%	195
2018 Q2	$66K	Sell	652 -584	-47%	-$59.3K	0.06%	264
2018 Q1	$125K	Buy	+1,236	New	+$126K	0.13%	165

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Financial Gravity Asset Management's MINT Position: Q1 2026 in Review

Financial Gravity Asset Management increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 0.34% in Q1 2026, buying an estimated $101 and bringing the position to 298 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #387.

Financial Gravity Asset Management first reported a position in MINT in Q1 2018 and has held it in 17 quarters since. The position peaked at $2.02M in Q1 2019. 743 funds tracked by Wall St. Rank hold MINT as of Q1 2026.

Financial Gravity Asset Management held 298 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $30K as of Q1 2026.
Financial Gravity Asset Management bought 1 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund share in Q1 2026, an estimated $101.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #387 holding.
Financial Gravity Asset Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $2.02M in Q1 2019.
743 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.