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

OakTrust Wealth 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 		– Sell
-9,645
Closed -$968K – 71
2025
Q4 		$968K Buy
+9,645
New +$969K 0.89% 21

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $95.2B AUM 32.92% 1-Year Est. Return

OakTrust Wealth Advisors's MINT Position: Q1 2026 in Review

OakTrust Wealth Advisors sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2026, closing a stake of 9,645 shares — an estimated $968K sold.

OakTrust Wealth Advisors first reported a position in MINT in Q4 2025 and held it in 1 quarter. The position peaked at $968K in Q4 2025. 742 funds tracked by Wall St. Rank hold MINT as of Q1 2026.

  • OakTrust Wealth Advisors reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • OakTrust Wealth Advisors sold 9,645 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2026, an estimated $968K.
  • OakTrust Wealth Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2025 and held it in 1 quarter.
  • OakTrust Wealth Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $968K in Q4 2025.
  • 742 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.