Morris Financial Concepts’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Morris Financial Concepts’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	$21.5K	Hold	213	–	–	0.01%	169
2026 Q1	$21.4K	Hold	213	–	–	0.01%	168
2025 Q4	$21.4K	Hold	213	–	–	0.01%	166
2025 Q3	$21.4K	Hold	213	–	–	0.01%	170
2025 Q2	$21.4K	Hold	213	–	–	0.01%	168
2025 Q1	$21.4K	Buy	+213	New	+$21.4K	0.01%	166

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

Morris Financial Concepts's MINT Position: Q2 2026 in Review

Morris Financial Concepts held its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) position steady in Q2 2026 at 213 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #169.

Morris Financial Concepts first reported a position in MINT in Q1 2025 and has held it in 6 quarters since. 757 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

Morris Financial Concepts held 213 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $21.5K as of Q2 2026.
Morris Financial Concepts left its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #169 holding.
Morris Financial Concepts first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
757 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.