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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return