Oliver Lagore Vanvalin Investment Group’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$5.63K	Buy	+56	New	+$5.62K	﹤0.01%	481
2024 Q4	$5.62K	Hold	56	–	–	﹤0.01%	503
2024 Q3	$5.64K	Sell	56 -3	-5%	-$301	﹤0.01%	487
2024 Q2	$5.94K	Hold	59	–	–	﹤0.01%	479
2024 Q1	$5.93K	Hold	59	–	–	﹤0.01%	484
2023 Q4	$5.89K	Hold	59	–	–	﹤0.01%	494
2023 Q3	$5.91K	Hold	59	–	–	﹤0.01%	524
2023 Q2	$5.89K	Hold	59	–	–	﹤0.01%	550
2023 Q1	$5.86K	Hold	59	–	–	﹤0.01%	463
2022 Q4	$5.82K	Hold	59	–	–	﹤0.01%	443
2022 Q3	$6K	Buy	+59	New	+$5.85K	﹤0.01%	408

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

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

JFGLC

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

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

HWM

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

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

Oliver Lagore Vanvalin Investment Group's MINT Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q2 2025: 56 shares worth $5.63K. The stake represents ﹤0.01% of the portfolio and ranks #481 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in MINT as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in MINT in Q3 2022 and has held it in 11 quarters since. The position peaked at $6K in Q3 2022. 696 funds tracked by Wall St. Rank hold MINT as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 56 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $5.63K as of Q2 2025.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #481 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2022 and has held it in 11 quarters since.
Oliver Lagore Vanvalin Investment Group's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $6K in Q3 2022.
696 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.