Planned Solutions
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Planned Solutions’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Planned Solutions’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 		$17.5M Buy
173,636
+105,846
+156% +$10.7M 4.78% 6
2026
Q2 		$6.83M Sell
67,790
-779
-1% -$78.3K 1.96% 12
2026
Q1 		$6.9M Buy
68,569
+1,024
+2% +$103K 2.26% 12
2025
Q4 		$6.78M Buy
67,545
+541
+0.8% +$54.4K 2.17% 12
2025
Q3 		$6.75M Buy
67,004
+1,201
+2% +$121K 2.32% 11
2025
Q2 		$6.62M Sell
65,803
-52,589
-44% -$5.27M 2.52% 10
2025
Q1 		$11.9M Buy
118,392
+3,422
+3% +$344K 4.82% 6
2024
Q4 		$11.5M Buy
114,970
+106,717
+1,293% +$10.7M 4.65% 6
2024
Q3 		$831K Buy
8,253
+444
+6% +$44.6K 0.33% 32
2024
Q2 		$786K Sell
7,809
-354
-4% -$35.5K 0.38% 32
2024
Q1 		$821K Sell
8,163
-427
-5% -$42.8K 0.4% 29
2023
Q4 		$857K Sell
8,590
-474
-5% -$47.4K 0.4% 24
2023
Q3 		$908K Sell
9,064
-668
-7% -$66.7K 0.55% 24
2023
Q2 		$971K Sell
9,732
-71
-0.7% -$7.05K 0.57% 23
2023
Q1 		$973K Sell
9,803
-2,537
-21% -$252K 0.62% 23
2022
Q4 		$1.22M Sell
12,340
-6,661
-35% -$657K 0.89% 20
2022
Q3 		$1.88M Sell
19,001
-445
-2% -$44.1K 1.57% 15
2022
Q2 		$1.93M Sell
19,446
-979
-5% -$97.5K 1.8% 12
2022
Q1 		$2.05M Sell
20,425
-2,195
-10% -$222K 1.43% 13
2021
Q4 		$2.3M Buy
+22,620
New +$2.3M 1.54% 13
2021
Q2 		$2.62M Sell
25,669
-1,204
-4% -$123K 1.81% 11
2021
Q1 		$2.74M Buy
26,873
+1,871
+7% +$191K 2.14% 10
2020
Q4 		$2.55M Buy
25,002
+5,907
+31% +$602K 2.04% 9
2020
Q3 		$1.95M Buy
+19,095
New +$1.94M 1.9% 10

Other funds holding MINT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 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
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Gainplan
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Planned Solutions's MINT Position: Q3 2026 in Review

Planned Solutions increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 156% in Q3 2026, buying an estimated $10.7M and bringing the position to 173,636 shares worth $17.5M. The position accounts for 4.78% of the portfolio, ranked #6.

Planned Solutions first reported a position in MINT in Q3 2020 and has held it in 24 quarters since. 396 funds tracked by Wall St. Rank hold MINT as of Q3 2026.

  • Planned Solutions held 173,636 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $17.5M as of Q3 2026.
  • Planned Solutions bought 105,846 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2026, an estimated $10.7M.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 4.78% of Planned Solutions's portfolio in Q3 2026, its #6 holding.
  • Planned Solutions first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2020 and has held it in 24 quarters since.
  • 396 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.