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

Independent Wealth Network’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
2026
Q3 		$805K Sell
8,010
-36
-0.4% -$3.62K 0.2% 136
2026
Q2 		$811K Sell
8,046
-108
-1% -$10.9K 0.21% 129
2026
Q1 		$820K Sell
8,154
-698
-8% -$70.2K 0.24% 113
2025
Q4 		$888K Buy
8,852
+265
+3% +$26.6K 0.27% 96
2025
Q3 		$865K Sell
8,587
-910
-10% -$91.4K 0.28% 90
2025
Q2 		$955K Buy
9,497
+18
+0.2% +$1.8K 0.35% 79
2025
Q1 		$954K Sell
9,479
-886
-9% -$89.1K 0.38% 70
2024
Q4 		$1.04M Buy
10,365
+267
+3% +$26.8K 0.42% 60
2024
Q3 		$1.02M Buy
10,098
+62
+0.6% +$6.23K 0.45% 54
2024
Q2 		$1.01M Buy
10,036
+166
+2% +$16.7K 0.47% 52
2024
Q1 		$992K Sell
9,870
-863
-8% -$86.5K 0.47% 52
2023
Q4 		$1.07M Buy
10,733
+241
+2% +$24.1K 0.56% 43
2023
Q3 		$1.05M Buy
10,492
+51
+0.5% +$5.09K 0.65% 39
2023
Q2 		$1.04M Buy
+10,441
New +$1.04M 0.63% 38

Other funds holding MINT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Gainplan
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Wealth Network's MINT Position: Q3 2026 in Review

Independent Wealth Network reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 0.45% in Q3 2026, selling an estimated $3.62K and leaving 8,010 shares worth $805K. The position accounts for 0.2% of the portfolio, ranked #136.

Independent Wealth Network first reported a position in MINT in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.07M in Q4 2023. 237 funds tracked by Wall St. Rank hold MINT as of Q3 2026.

  • Independent Wealth Network held 8,010 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $805K as of Q3 2026.
  • Independent Wealth Network sold 36 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2026, an estimated $3.62K.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.2% of Independent Wealth Network's portfolio in Q3 2026, its #136 holding.
  • Independent Wealth Network first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2023 and has held it in 14 quarters since.
  • Independent Wealth Network's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1.07M in Q4 2023.
  • 237 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.