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

Perspective 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 Q2	$257K	Sell	2,545 -39,942	-94%	-$4.02M	0.14%	68
2026 Q1	$4.27M	Buy	42,487 +9,069	+27%	+$912K	2.77%	13
2025 Q4	$3.35M	Buy	+33,418	New	+$3.36M	2.39%	13

Other funds holding MINT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Perspective Wealth Advisors's MINT Position: Q2 2026 in Review

Perspective Wealth Advisors reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 94% in Q2 2026, selling an estimated $4.02M and leaving 2,545 shares worth $257K. The position accounts for 0.14% of the portfolio, ranked #68.

Perspective Wealth Advisors first reported a position in MINT in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.27M in Q1 2026. 757 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

Perspective Wealth Advisors held 2,545 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $257K as of Q2 2026.
Perspective Wealth Advisors sold 39,942 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $4.02M.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.14% of Perspective Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Perspective Wealth Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
Perspective Wealth Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $4.27M in Q1 2026.
757 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.