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

Future Financial Wealth 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
2025 Q4	–	Sell	-725	Closed	-$73K	–	306
2025 Q3	$73K	Hold	725	–	–	0.05%	210
2025 Q2	$72.9K	Sell	725 -300	-29%	-$30.1K	0.05%	200
2025 Q1	$103K	Hold	1,025	–	–	0.08%	153
2024 Q4	$103K	Sell	1,025 -160	-14%	-$16.1K	0.08%	157
2024 Q3	$119K	Buy	+1,185	New	+$119K	0.09%	154
2024 Q2	–	Sell	-1,215	Closed	-$122K	–	316
2024 Q1	$122K	Buy	+1,215	New	+$122K	0.09%	151
2022 Q4	–	Sell	-7,446	Closed	-$738K	–	124
2022 Q3	$738K	Sell	7,446 -5,895	-44%	-$584K	0.85%	42
2022 Q2	$1.34M	Hold	13,341	–	–	1.3%	23
2022 Q1	$1.34M	Sell	13,341 -1,228	-8%	-$124K	1.11%	23
2021 Q4	$1.48M	Buy	14,569 +1,339	+10%	+$136K	1.18%	21
2021 Q3	$1.35M	Hold	13,230	–	–	1.39%	21
2021 Q2	$1.35M	Sell	13,230 -2,104	-14%	-$215K	1.39%	21
2021 Q1	$1.56M	Sell	15,334 -726	-5%	-$74.1K	1.8%	14
2020 Q4	$1.64M	Buy	+16,060	New	+$1.64M	1.89%	13

Other funds holding MINT

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Future Financial Wealth Management's MINT Position: Q4 2025 in Review

Future Financial Wealth Management sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2025, closing a stake of 725 shares — an estimated $73K sold.

Future Financial Wealth Management first reported a position in MINT in Q4 2020 and held it in 14 quarters. The position peaked at $1.64M in Q4 2020. 732 funds tracked by Wall St. Rank hold MINT as of Q4 2025.

Future Financial Wealth Management reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 725 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2025, an estimated $73K.
Future Financial Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2020 and held it in 14 quarters.
Future Financial Wealth Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1.64M in Q4 2020.
732 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.