Lake Point Wealth Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$1K	Buy	+15	New	+$1.49K	﹤0.01%	391
2020 Q1	$19K	Hold	197	–	–	0.02%	82
2019 Q4	$20K	Buy	+197	New	+$20K	0.01%	208
2019 Q2	$20K	Hold	197	–	–	0.01%	241
2019 Q1	$20K	Sell	197 -11,062	-98%	-$1.12M	0.01%	241
2018 Q4	$1.14M	Buy	+11,259	New	+$1.14M	0.43%	45

Other funds holding MINT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lake Point Wealth Management's MINT Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q2 2022: 15 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #391 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in MINT as recently as Q1 2020.

Lake Point Wealth Management first reported a position in MINT in Q4 2018 and has held it in 6 quarters since. The position peaked at $1.14M in Q4 2018. 677 funds tracked by Wall St. Rank hold MINT as of Q2 2022.

Lake Point Wealth Management held 15 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $1K as of Q2 2022.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Lake Point Wealth Management position in Q2 2022.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #391 holding.
Lake Point Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2018 and has held it in 6 quarters since.
Lake Point Wealth Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1.14M in Q4 2018.
677 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.