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

Mittelman 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
2026 Q2	$1.48M	Sell	14,334 -796	-5%	-$80K	0.98%	21
2026 Q1	$1.52M	Buy	+15,130	New	+$1.52M	0.95%	21
2025 Q4	–	Sell	-14,214	Closed	-$1.43M	–	47
2025 Q3	$1.43M	Buy	14,214 +12,091	+570%	+$1.21M	0.94%	19
2025 Q2	$213K	Buy	+2,123	New	+$213K	0.18%	37

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

Mittelman Wealth Management's MINT Position: Q2 2026 in Review

Mittelman Wealth Management reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 5.3% in Q2 2026, selling an estimated $80K and leaving 14,334 shares worth $1.48M. The position accounts for 0.98% of the portfolio, ranked #21.

Mittelman Wealth Management first reported a position in MINT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.52M in Q1 2026. 758 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

Mittelman Wealth Management held 14,334 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $1.48M as of Q2 2026.
Mittelman Wealth Management sold 796 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $80K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.98% of Mittelman Wealth Management's portfolio in Q2 2026, its #21 holding.
Mittelman Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2025 and has held it in 4 quarters since.
Mittelman Wealth Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1.52M in Q1 2026.
758 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.