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

Hershey Financial Advisers’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
Q4 		$4.17M Buy
+41,601
New +$4.18M 3.68% 3

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hershey Financial Advisers's MINT Position: Q4 2024 in Review

Hershey Financial Advisers opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2024: 41,601 shares worth $4.17M. The stake represents 3.68% of the portfolio and ranks #3 among its holdings.

688 funds tracked by Wall St. Rank hold MINT as of Q4 2024.

  • Hershey Financial Advisers held 41,601 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $4.17M as of Q4 2024.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Hershey Financial Advisers position in Q4 2024.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 3.68% of Hershey Financial Advisers's portfolio in Q4 2024, its #3 holding.
  • 688 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2024.

Based on Hershey Financial Advisers's 13F filing for Q4 2024, filed 11 Feb 2025.