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

Maripau Wealth Management’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
2024 Q3	–	Sell	-1,995	Closed	-$201K	–	100
2024 Q2	$201K	Sell	1,995 -162	-8%	-$16.3K	0.14%	139
2024 Q1	$217K	Sell	2,157 -245	-10%	-$24.6K	0.16%	126
2023 Q4	$240K	Sell	2,402 -148	-6%	-$14.8K	0.21%	91
2023 Q3	$255K	Buy	2,550 +237	+10%	+$23.7K	0.23%	81
2023 Q2	$231K	Sell	2,313 -238	-9%	-$23.6K	0.21%	85
2023 Q1	$253K	Sell	2,551 -36	-1%	-$3.57K	0.26%	66
2022 Q4	$257K	Buy	2,587 +47	+2%	+$4.63K	0.27%	65
2022 Q3	$250K	Buy	+2,540	New	+$252K	0.27%	69

Other funds holding MINT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Maripau Wealth Management's MINT Position: Q3 2024 in Review

Maripau Wealth Management sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q3 2024, closing a stake of 1,995 shares — an estimated $201K sold.

Maripau Wealth Management first reported a position in MINT in Q3 2022 and held it in 8 quarters. The position peaked at $257K in Q4 2022. 639 funds tracked by Wall St. Rank hold MINT as of Q3 2024.

Maripau Wealth Management reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
Maripau Wealth Management sold 1,995 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2024, an estimated $201K.
Maripau Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2022 and held it in 8 quarters.
Maripau Wealth Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $257K in Q4 2022.
639 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2024.

Based on Maripau Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.