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

GYL Financial Synergies’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 Q3	$570K	Hold	5,665	–	–	0.04%	225
2024 Q2	$570K	Sell	5,665 -45	-0.8%	-$4.52K	0.04%	224
2024 Q1	$574K	Sell	5,710 -840	-13%	-$84.2K	0.05%	224
2023 Q4	$654K	Sell	6,550 -223	-3%	-$22.3K	0.05%	217
2023 Q3	$678K	Hold	6,773	–	–	0.07%	209
2023 Q2	$676K	Sell	6,773 -670	-9%	-$66.6K	0.06%	210
2023 Q1	$739K	Buy	+7,443	New	+$738K	0.09%	151
2019 Q1	–	Sell	-2,024	Closed	-$204K	–	163
2018 Q4	$204K	Buy	+2,024	New	+$205K	0.15%	136

Other funds holding MINT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GYL Financial Synergies's MINT Position: Q3 2024 in Review

GYL Financial Synergies held its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) position steady in Q3 2024 at 5,665 shares worth $570K. The position accounts for 0.04% of the portfolio, ranked #225.

GYL Financial Synergies first reported a position in MINT in Q4 2018 and has held it in 8 quarters since. The position peaked at $739K in Q1 2023. 639 funds tracked by Wall St. Rank hold MINT as of Q3 2024.

GYL Financial Synergies held 5,665 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $570K as of Q3 2024.
GYL Financial Synergies left its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund share count unchanged in Q3 2024.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.04% of GYL Financial Synergies's portfolio in Q3 2024, its #225 holding.
GYL Financial Synergies first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2018 and has held it in 8 quarters since.
GYL Financial Synergies's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $739K in Q1 2023.
639 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.