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LifeWealth Investments’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

LifeWealth Investments’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
Q1 		– Sell
-2,429
Closed -$244K – 157
2024
Q4 		$244K Buy
+2,429
New +$244K 0.16% 131

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

LifeWealth Investments's MINT Position: Q1 2025 in Review

LifeWealth Investments sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2025, closing a stake of 2,429 shares — an estimated $244K sold.

LifeWealth Investments first reported a position in MINT in Q4 2024 and held it in 1 quarter. The position peaked at $244K in Q4 2024. 691 funds tracked by Wall St. Rank hold MINT as of Q1 2025.

  • LifeWealth Investments reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • LifeWealth Investments sold 2,429 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2025, an estimated $244K.
  • LifeWealth Investments first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2024 and held it in 1 quarter.
  • LifeWealth Investments's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $244K in Q4 2024.
  • 691 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.