Optivise Advisory Services
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Optivise Advisory Services’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Optivise Advisory Services’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
Q3 		$352K Buy
+3,503
New +$352K 0.17% 139

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UBS Group
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Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Money Concepts Capital
Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Optivise Advisory Services's MINT Position: Q3 2026 in Review

Optivise Advisory Services opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q3 2026: 3,503 shares worth $352K. The stake represents 0.17% of the portfolio and ranks #139 among its holdings.

543 funds tracked by Wall St. Rank hold MINT as of Q3 2026.

  • Optivise Advisory Services held 3,503 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $352K as of Q3 2026.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Optivise Advisory Services position in Q3 2026.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.17% of Optivise Advisory Services's portfolio in Q3 2026, its #139 holding.
  • 543 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.