Prosperity Consulting Group’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Prosperity Consulting Group’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
2025 Q3	–	Sell	-2,280	Closed	-$229K	–	504
2025 Q2	$229K	Hold	2,280	–	–	0.02%	417
2025 Q1	$229K	Hold	2,280	–	–	0.02%	416
2024 Q4	$229K	Sell	2,280 -29	-1%	-$2.91K	0.02%	434
2024 Q3	$232K	Sell	2,309 -535	-19%	-$53.7K	0.02%	420
2024 Q2	$286K	Sell	2,844 -697	-20%	-$70K	0.04%	261
2024 Q1	$356K	Buy	+3,541	New	+$355K	0.04%	253

Other funds holding MINT

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

Prosperity Consulting Group's MINT Position: Q3 2025 in Review

Prosperity Consulting Group sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q3 2025, closing a stake of 2,280 shares — an estimated $229K sold.

Prosperity Consulting Group first reported a position in MINT in Q1 2024 and held it in 6 quarters. The position peaked at $356K in Q1 2024. 700 funds tracked by Wall St. Rank hold MINT as of Q3 2025.

Prosperity Consulting Group reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
Prosperity Consulting Group sold 2,280 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2025, an estimated $229K.
Prosperity Consulting Group first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2024 and held it in 6 quarters.
Prosperity Consulting Group's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $356K in Q1 2024.
700 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2025.

Based on Prosperity Consulting Group's 13F filing for Q3 2025, filed 14 Nov 2025.