ORG Partners’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

ORG Partners’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 Q4	$544K	Buy	5,421 +3,841	+243%	+$386K	0.1%	186
2025 Q3	$159K	Buy	1,580 +501	+46%	+$50.3K	0.03%	374
2025 Q2	$108K	Sell	1,079 -34	-3%	-$3.41K	0.02%	420
2025 Q1	$112K	Sell	1,113 -34	-3%	-$3.42K	0.03%	366
2024 Q4	$115K	Buy	1,147 +542	+90%	+$54.5K	0.02%	401
2024 Q3	$60.9K	Hold	605	–	–	0.01%	477
2024 Q2	$60.6K	Buy	+605	New	+$60.7K	0.01%	744
2024 Q1	–	Sell	-605	Closed	-$60.4K	–	867
2023 Q4	$60.4K	Hold	605	–	–	0.01%	485
2023 Q3	$60.6K	Hold	605	–	–	0.02%	498
2023 Q2	$60.1K	Buy	+605	New	+$60.1K	0.01%	616

Other funds holding MINT

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

JFGLC

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

ORG Partners's MINT Position: Q4 2025 in Review

ORG Partners increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 243% in Q4 2025, buying an estimated $386K and bringing the position to 5,421 shares worth $544K. The position accounts for 0.1% of the portfolio, ranked #186.

ORG Partners first reported a position in MINT in Q2 2023 and has held it in 10 quarters since. 732 funds tracked by Wall St. Rank hold MINT as of Q4 2025.

ORG Partners held 5,421 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $544K as of Q4 2025.
ORG Partners bought 3,841 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2025, an estimated $386K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.1% of ORG Partners's portfolio in Q4 2025, its #186 holding.
ORG Partners first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2023 and has held it in 10 quarters since.
732 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.