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

Mountain Capital 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
2025 Q1	–	Sell	-5,117	Closed	-$515K	–	65
2024 Q4	$515K	Hold	5,117	–	–	0.11%	29
2024 Q3	$514K	Hold	5,117	–	–	0.11%	28
2024 Q2	$514K	Buy	5,117 +59	+1%	+$5.92K	0.13%	25
2024 Q1	$507K	Buy	+5,058	New	+$507K	0.14%	19
2017 Q4	–	Sell	-807	Closed	-$82K	–	268
2017 Q3	$82K	Hold	807	–	–	0.07%	78
2017 Q2	$82K	Buy	+807	New	+$82K	0.08%	97

Other funds holding MINT

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

Mountain Capital Investment Advisors's MINT Position: Q1 2025 in Review

Mountain Capital Investment Advisors sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2025, closing a stake of 5,117 shares — an estimated $515K sold.

Mountain Capital Investment Advisors first reported a position in MINT in Q2 2017 and held it in 6 quarters. The position peaked at $515K in Q4 2024. 691 funds tracked by Wall St. Rank hold MINT as of Q1 2025.

Mountain Capital Investment Advisors reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Mountain Capital Investment Advisors sold 5,117 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2025, an estimated $515K.
Mountain Capital Investment Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2017 and held it in 6 quarters.
Mountain Capital Investment Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $515K in Q4 2024.
691 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2025.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.