Guardian Wealth Advisors (North Carolina)’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2022 Q1	–	Sell	-28,464	Closed	-$2.89M	–	269
2021 Q4	$2.89M	Buy	+28,464	New	+$2.9M	1.24%	17

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

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

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

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

Guardian Wealth Advisors (North Carolina)'s MINT Position: Q1 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2022, closing a stake of 28,464 shares — an estimated $2.89M sold.

Guardian Wealth Advisors (North Carolina) first reported a position in MINT in Q4 2021 and held it in 1 quarter. The position peaked at $2.89M in Q4 2021. 691 funds tracked by Wall St. Rank hold MINT as of Q1 2022.

Guardian Wealth Advisors (North Carolina) reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 28,464 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2022, an estimated $2.89M.
Guardian Wealth Advisors (North Carolina) first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2021 and held it in 1 quarter.
Guardian Wealth Advisors (North Carolina)'s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $2.89M in Q4 2021.
691 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2022, filed 16 May 2022.