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

Kingswood Wealth Advisors’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 Q2	$1.82M	Buy	18,051 +818	+5%	+$82.3K	0.07%	278
2026 Q1	$1.73M	Sell	17,233 -9,556	-36%	-$961K	0.08%	264
2025 Q4	$2.69M	Buy	26,789 +2,292	+9%	+$230K	0.13%	160
2025 Q3	$2.47M	Buy	24,497 +18,197	+289%	+$1.83M	0.15%	153
2025 Q2	$633K	Buy	6,300 +1,830	+41%	+$184K	0.05%	358
2025 Q1	$450K	Sell	4,470 -15,455	-78%	-$1.55M	0.04%	423
2024 Q4	$2M	Sell	19,925 -1,643	-8%	-$165K	0.15%	152
2024 Q3	$2.17M	Buy	21,568 +19,035	+751%	+$1.91M	0.15%	148
2024 Q2	$255K	Buy	+2,533	New	+$254K	0.02%	574

Other funds holding MINT

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Kingswood Wealth Advisors's MINT Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 4.7% in Q2 2026, buying an estimated $82.3K and bringing the position to 18,051 shares worth $1.82M. The position accounts for 0.07% of the portfolio, ranked #278.

Kingswood Wealth Advisors first reported a position in MINT in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.69M in Q4 2025. 764 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

Kingswood Wealth Advisors held 18,051 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $1.82M as of Q2 2026.
Kingswood Wealth Advisors bought 818 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $82.3K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.07% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #278 holding.
Kingswood Wealth Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
Kingswood Wealth Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $2.69M in Q4 2025.
764 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.