LWA
MINT icon

LifeGoal Wealth Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

LifeGoal Wealth Advisors’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
2025
Q4 		– Sell
-4,091
Closed -$412K – 78
2025
Q3 		$412K Buy
+4,091
New +$411K 0.34% 46

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LifeGoal Wealth Advisors's MINT Position: Q4 2025 in Review

LifeGoal Wealth Advisors sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2025, closing a stake of 4,091 shares — an estimated $412K sold.

LifeGoal Wealth Advisors first reported a position in MINT in Q3 2025 and held it in 1 quarter. The position peaked at $412K in Q3 2025. 732 funds tracked by Wall St. Rank hold MINT as of Q4 2025.

  • LifeGoal Wealth Advisors reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 4,091 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2025, an estimated $412K.
  • LifeGoal Wealth Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2025 and held it in 1 quarter.
  • LifeGoal Wealth Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $412K in Q3 2025.
  • 732 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2025.

Based on LifeGoal Wealth Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.