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

FirstPurpose Wealth’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
2024 Q1	$212K	Buy	+2,110	New	+$211K	0.08%	199

Other funds holding MINT

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

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

FirstPurpose Wealth's MINT Position: Q1 2024 in Review

FirstPurpose Wealth opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2024: 2,110 shares worth $212K. The stake represents 0.08% of the portfolio and ranks #199 among its holdings.

627 funds tracked by Wall St. Rank hold MINT as of Q1 2024.

FirstPurpose Wealth held 2,110 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $212K as of Q1 2024.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new FirstPurpose Wealth position in Q1 2024.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.08% of FirstPurpose Wealth's portfolio in Q1 2024, its #199 holding.
627 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.