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 Q3	$2.26M	Buy	22,517 +1,391	+7%	+$140K	1.73%	13
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Legacy Solutions LLC's MINT Position: Q3 2026 in Review

Legacy Solutions LLC increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 6.6% in Q3 2026, buying an estimated $140K and bringing the position to 22,517 shares worth $2.26M. The position accounts for 1.73% of the portfolio, ranked #13.

Legacy Solutions LLC first reported a position in MINT in Q4 2024 and has held it in 8 quarters since. 217 funds tracked by Wall St. Rank hold MINT as of Q3 2026.

Legacy Solutions LLC held 22,517 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $2.26M as of Q3 2026.
Legacy Solutions LLC bought 1,391 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2026, an estimated $140K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 1.73% of Legacy Solutions LLC's portfolio in Q3 2026, its #13 holding.
Legacy Solutions LLC first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2024 and has held it in 8 quarters since.
217 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.