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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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Medallion Wealth Advisors's MINT Position: Q1 2026 in Review

Medallion Wealth Advisors held its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) position steady in Q1 2026 at 827 shares worth $83.2K. The position accounts for 0.03% of the portfolio, ranked #387.

Medallion Wealth Advisors first reported a position in MINT in Q4 2024 and has held it in 6 quarters since. 740 funds tracked by Wall St. Rank hold MINT as of Q1 2026.

  • Medallion Wealth Advisors held 827 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $83.2K as of Q1 2026.
  • Medallion Wealth Advisors left its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund share count unchanged in Q1 2026.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #387 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 6 quarters since.
  • 740 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.