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

Medallion 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
2026 Q2	$63.3K	Sell	627 -200	-24%	-$20.1K	0.02%	425
2026 Q1	$83.2K	Hold	827	–	–	0.03%	387
2025 Q4	$83K	Buy	827 +800	+2,963%	+$80.4K	0.03%	381
2025 Q3	$2.71K	Buy	27 +1	+4%	+$100	﹤0.01%	941
2025 Q2	$2.66K	Sell	26 -302	-92%	-$30.3K	﹤0.01%	928
2025 Q1	$32.9K	Hold	328	–	–	0.01%	500
2024 Q4	$32.9K	Buy	+328	New	+$33K	0.02%	474

Other funds holding MINT

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Medallion Wealth Advisors's MINT Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 24% in Q2 2026, selling an estimated $20.1K and leaving 627 shares worth $63.3K. The position accounts for 0.02% of the portfolio, ranked #425.

Medallion Wealth Advisors first reported a position in MINT in Q4 2024 and has held it in 7 quarters since. The position peaked at $83.2K in Q1 2026. 762 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

Medallion Wealth Advisors held 627 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $63.3K as of Q2 2026.
Medallion Wealth Advisors sold 200 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $20.1K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #425 holding.
Medallion Wealth Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $83.2K in Q1 2026.
762 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.