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Legacy Financial Strategies’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Legacy Financial Strategies’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 		– Sell
-2,149
Closed -$216K – 157
2026
Q1 		$216K Sell
2,149
-22
-1% -$2.21K 0.04% 130
2025
Q4 		$218K Sell
2,171
-1
-0% -$100 0.04% 129
2025
Q3 		$219K Buy
+2,172
New +$218K 0.04% 127
2023
Q3 		– Sell
-2,579
Closed -$257K – 78
2023
Q2 		$257K Sell
2,579
-26,352
-91% -$2.62M 0.09% 66
2023
Q1 		$2.87M Sell
28,931
-597
-2% -$59.2K 1.06% 12
2022
Q4 		$2.91M Sell
29,528
-1,785
-6% -$176K 1.2% 12
2022
Q3 		$3.1M Buy
31,313
+340
+1% +$33.7K 1.44% 11
2022
Q2 		$3.07M Sell
30,973
-630
-2% -$62.8K 1.52% 11
2022
Q1 		$3.17M Buy
31,603
+25,564
+423% +$2.58M 1.35% 13
2021
Q4 		$613K Sell
6,039
-168
-3% -$17.1K 0.27% 46
2021
Q3 		$633K Buy
6,207
+294
+5% +$30K 0.3% 43
2021
Q2 		$603K Sell
5,913
-2,548
-30% -$260K 0.29% 43
2021
Q1 		$862K Sell
8,461
-148
-2% -$15.1K 0.46% 41
2020
Q4 		$878K Buy
8,609
+186
+2% +$19K 0.45% 38
2020
Q3 		$859K Buy
8,423
+4,790
+132% +$488K 0.49% 38
2020
Q2 		$369K Buy
3,633
+962
+36% +$96.9K 0.29% 46
2020
Q1 		$264K Sell
2,671
-2,000
-43% -$202K 0.25% 50
2019
Q4 		$475K Buy
4,671
+1,380
+42% +$140K 0.38% 48
2019
Q3 		$335K Sell
3,291
-14,785
-82% -$1.5M 0.3% 51
2019
Q2 		$1.84M Sell
18,076
-183,664
-91% -$18.7M 1.71% 8
2019
Q1 		$20.5M Buy
201,740
+9,122
+5% +$924K 17.5% 1
2018
Q4 		$19.4M Buy
192,618
+14,059
+8% +$1.42M 19.27% 1
2018
Q3 		$18.1M Buy
178,559
+23,910
+15% +$2.43M 18.43% 1
2018
Q2 		$15.7M Buy
+154,649
New +$15.7M 14.06% 1

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Royal Bank of Canada
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 Financial Strategies's MINT Position: Q2 2026 in Review

Legacy Financial Strategies sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q2 2026, closing a stake of 2,149 shares — an estimated $216K sold.

Legacy Financial Strategies first reported a position in MINT in Q2 2018 and held it in 24 quarters. The position peaked at $20.5M in Q1 2019. 757 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

  • Legacy Financial Strategies reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Legacy Financial Strategies sold 2,149 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $216K.
  • Legacy Financial Strategies first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2018 and held it in 24 quarters.
  • Legacy Financial Strategies's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $20.5M in Q1 2019.
  • 757 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.