Moneta Group Investment Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Moneta Group Investment 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	$615K	Hold	6,111	–	–	﹤0.01%	453
2025 Q4	$613K	Buy	6,111 +2,124	+53%	+$213K	﹤0.01%	451
2025 Q3	$401K	Hold	3,987	–	–	﹤0.01%	551
2025 Q2	$401K	Sell	3,987 -105	-3%	-$10.5K	﹤0.01%	493
2025 Q1	$412K	Buy	4,092 +105	+3%	+$10.6K	0.01%	459
2024 Q4	$400K	Buy	+3,987	New	+$401K	0.01%	470
2023 Q2	–	Sell	-2,232	Closed	-$222K	–	561
2023 Q1	$222K	Buy	+2,232	New	+$221K	0.01%	476
2022 Q2	–	Sell	-9,046	Closed	-$906K	–	487
2022 Q1	$906K	Sell	9,046 -229	-2%	-$23.1K	0.04%	217
2021 Q4	$942K	Sell	9,275 -516	-5%	-$52.5K	0.04%	213
2021 Q3	$998K	Buy	+9,791	New	+$998K	0.05%	196

Other funds holding MINT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Moneta Group Investment Advisors's MINT Position: Q1 2026 in Review

Moneta Group Investment Advisors held its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) position steady in Q1 2026 at 6,111 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Moneta Group Investment Advisors first reported a position in MINT in Q3 2021 and has held it in 10 quarters since. The position peaked at $998K in Q3 2021. 740 funds tracked by Wall St. Rank hold MINT as of Q1 2026.

Moneta Group Investment Advisors held 6,111 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $615K as of Q1 2026.
Moneta Group Investment 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 ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #453 holding.
Moneta Group Investment Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2021 and has held it in 10 quarters since.
Moneta Group Investment Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $998K in Q3 2021.
740 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.