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Lokken Investment Group’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Lokken Investment Group’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
2023
Q2 		– Sell
-2,761
Closed -$274K – 135
2023
Q1 		$274K Buy
+2,761
New +$274K 0.21% 101

Other funds holding MINT

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lokken Investment Group's MINT Position: Q2 2023 in Review

Lokken Investment Group sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q2 2023, closing a stake of 2,761 shares — an estimated $274K sold.

Lokken Investment Group first reported a position in MINT in Q1 2023 and held it in 1 quarter. The position peaked at $274K in Q1 2023. 608 funds tracked by Wall St. Rank hold MINT as of Q2 2023.

  • Lokken Investment Group reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
  • Lokken Investment Group sold 2,761 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2023, an estimated $274K.
  • Lokken Investment Group first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2023 and held it in 1 quarter.
  • Lokken Investment Group's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $274K in Q1 2023.
  • 608 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2023.

Based on Lokken Investment Group's 13F filing for Q2 2023, filed 9 Aug 2023.