Private Wealth Asset Management
MINT icon

Private Wealth Asset Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Private Wealth Asset Management’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 		– Sell
-203
Closed -$20.5K – 937
2026
Q2 		$20.5K Hold
203
– – ﹤0.01% 564
2026
Q1 		$20.4K Hold
203
– – ﹤0.01% 558
2025
Q4 		$20.4K Buy
203
+120
+145% +$12.1K ﹤0.01% 551
2025
Q3 		$8.36K Hold
83
– – ﹤0.01% 681
2025
Q2 		$8.34K Hold
83
– – ﹤0.01% 694
2025
Q1 		$8.35K Buy
+83
New +$8.34K ﹤0.01% 656

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Private Wealth Asset Management's MINT Position: Q3 2026 in Review

Private Wealth Asset Management sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q3 2026, closing a stake of 203 shares — an estimated $20.5K sold.

Private Wealth Asset Management first reported a position in MINT in Q1 2025 and held it in 6 quarters. The position peaked at $20.5K in Q2 2026. 697 funds tracked by Wall St. Rank hold MINT as of Q3 2026.

  • Private Wealth Asset Management reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q3 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 203 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2026, an estimated $20.5K.
  • Private Wealth Asset Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2025 and held it in 6 quarters.
  • Private Wealth Asset Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $20.5K in Q2 2026.
  • 697 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2026.

Based on Private Wealth Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.