MWM
MINT icon

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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

Mittelman Wealth Management's MINT Position: Q1 2026 in Review

Mittelman Wealth Management opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2026: 15,130 shares worth $1.52M. The stake represents 0.95% of the portfolio and ranks #21 among its holdings. This is a return to the name: Mittelman Wealth Management previously reported a position in MINT as recently as Q3 2025.

Mittelman Wealth Management first reported a position in MINT in Q2 2025 and has held it in 3 quarters since. 739 funds tracked by Wall St. Rank hold MINT as of Q1 2026.

  • Mittelman Wealth Management held 15,130 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $1.52M as of Q1 2026.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Mittelman Wealth Management position in Q1 2026.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.95% of Mittelman Wealth Management's portfolio in Q1 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 3 quarters since.
  • 739 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2026.

Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.