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

Pinion Investment 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 Q1	$610K	Buy	6,068 +1,054	+21%	+$106K	0.14%	98
2025 Q4	$503K	Buy	5,014 +1,015	+25%	+$102K	0.12%	107
2025 Q3	$402K	Sell	3,999 -563	-12%	-$56.6K	0.11%	116
2025 Q2	$459K	Buy	4,562 +619	+16%	+$62.1K	0.16%	107
2025 Q1	$397K	Sell	3,943 -607	-13%	-$61K	0.09%	108
2024 Q4	$457K	Hold	4,550	–	–	0.18%	101
2024 Q3	$458K	Buy	4,550 +231	+5%	+$23.2K	0.19%	101
2024 Q2	$435K	Hold	4,319	–	–	0.22%	90
2024 Q1	$434K	Buy	4,319 +67	+2%	+$6.71K	0.23%	89
2023 Q4	$424K	Sell	4,252 -43	-1%	-$4.3K	0.26%	85
2023 Q3	$430K	Buy	4,295 +30	+0.7%	+$2.99K	0.28%	88
2023 Q2	$425K	Buy	+4,265	New	+$424K	0.29%	90

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

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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Pinion Investment Advisors's MINT Position: Q1 2026 in Review

Pinion Investment Advisors increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 21% in Q1 2026, buying an estimated $106K and bringing the position to 6,068 shares worth $610K. The position accounts for 0.14% of the portfolio, ranked #98.

Pinion Investment Advisors first reported a position in MINT in Q2 2023 and has held it in 12 quarters since. 739 funds tracked by Wall St. Rank hold MINT as of Q1 2026.

Pinion Investment Advisors held 6,068 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $610K as of Q1 2026.
Pinion Investment Advisors bought 1,054 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2026, an estimated $106K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.14% of Pinion Investment Advisors's portfolio in Q1 2026, its #98 holding.
Pinion Investment Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2023 and has held it in 12 quarters since.
739 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.