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

Personal Wealth 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
2022 Q2	–	Sell	-2,006	Closed	-$201K	–	42
2022 Q1	$201K	Hold	2,006	–	–	0.09%	74
2021 Q4	$204K	Hold	2,006	–	–	0.08%	75
2021 Q3	$204K	Hold	2,006	–	–	0.09%	75
2021 Q2	$205K	Hold	2,006	–	–	0.08%	80
2021 Q1	$204K	Sell	2,006 -2,348	-54%	-$240K	0.09%	76
2020 Q4	$444K	Hold	4,354	–	–	0.21%	45
2020 Q3	$444K	Sell	4,354 -49	-1%	-$4.99K	0.23%	40
2020 Q2	$448K	Buy	4,403 +2,203	+100%	+$222K	0.25%	36
2020 Q1	$218K	Buy	2,200 +145	+7%	+$14.7K	0.13%	58
2019 Q4	$209K	Buy	+2,055	New	+$209K	0.09%	66

Other funds holding MINT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

HWM

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Personal Wealth Partners's MINT Position: Q2 2022 in Review

Personal Wealth Partners sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q2 2022, closing a stake of 2,006 shares — an estimated $201K sold.

Personal Wealth Partners first reported a position in MINT in Q4 2019 and held it in 10 quarters. The position peaked at $448K in Q2 2020. 677 funds tracked by Wall St. Rank hold MINT as of Q2 2022.

Personal Wealth Partners reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 2,006 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2022, an estimated $201K.
Personal Wealth Partners first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2019 and held it in 10 quarters.
Personal Wealth Partners's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $448K in Q2 2020.
677 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.