Legacy Capital Wealth Partners’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Legacy Capital Wealth Partners’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	$2.57M	Buy	25,523 +5,798	+29%	+$583K	0.49%	37
2026 Q1	$1.98M	Sell	19,725 -927	-4%	-$93.2K	0.41%	42
2025 Q4	$2.07M	Sell	20,652 -20,311	-50%	-$2.04M	0.44%	37
2025 Q3	$4.12M	Sell	40,963 -476	-1%	-$47.8K	0.9%	19
2025 Q2	$4.17M	Sell	41,439 -4,304	-9%	-$432K	0.95%	18
2025 Q1	$4.6M	Sell	45,743 -971	-2%	-$97.6K	1.13%	14
2024 Q4	$4.69M	Sell	46,714 -401	-0.9%	-$40.3K	1.16%	15
2024 Q3	$4.74M	Buy	47,115 +278	+0.6%	+$27.9K	0.95%	19
2024 Q2	$4.71M	Buy	+46,837	New	+$4.7M	1.2%	16
2024 Q1	–	Sell	-48,579	Closed	-$4.85M	–	253
2023 Q4	$4.85M	Sell	48,579 -253	-0.5%	-$25.3K	1.37%	16
2023 Q3	$4.89M	Buy	+48,832	New	+$4.87M	1.34%	16
2023 Q2	–	Sell	-26,209	Closed	-$2.6M	–	157
2023 Q1	$2.6M	Buy	+26,209	New	+$2.6M	0.71%	31

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

Legacy Capital Wealth Partners's MINT Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 29% in Q2 2026, buying an estimated $583K and bringing the position to 25,523 shares worth $2.57M. The position accounts for 0.49% of the portfolio, ranked #37.

Legacy Capital Wealth Partners first reported a position in MINT in Q1 2023 and has held it in 12 quarters since. The position peaked at $4.89M in Q3 2023. 757 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

Legacy Capital Wealth Partners held 25,523 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $2.57M as of Q2 2026.
Legacy Capital Wealth Partners bought 5,798 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $583K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.49% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #37 holding.
Legacy Capital Wealth Partners first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $4.89M in Q3 2023.
757 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.