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

Legacy Solutions LLC’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	$2.13M	Buy	21,126 +1,608	+8%	+$162K	1.72%	12
2026 Q1	$1.96M	Buy	19,518 +1,333	+7%	+$134K	1.82%	14
2025 Q4	$1.82M	Buy	18,185 +106	+0.6%	+$10.7K	1.6%	14
2025 Q3	$1.82M	Buy	18,079 +902	+5%	+$90.6K	1.64%	13
2025 Q2	$1.73M	Sell	17,177 -394	-2%	-$39.5K	1.65%	13
2025 Q1	$1.77M	Buy	17,571 +750	+4%	+$75.4K	1.95%	13
2024 Q4	$1.69M	Buy	+16,821	New	+$1.69M	1.84%	13

Other funds holding MINT

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return