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

Prosperity Wealth 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
2025
Q4 		$398K Buy
3,962
+1,712
+76% +$172K 0.13% 164
2025
Q3 		$227K Buy
+2,250
New +$226K 0.08% 219

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Prosperity Wealth Management's MINT Position: Q4 2025 in Review

Prosperity Wealth Management increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 76% in Q4 2025, buying an estimated $172K and bringing the position to 3,962 shares worth $398K. The position accounts for 0.13% of the portfolio, ranked #164.

Prosperity Wealth Management first reported a position in MINT in Q3 2025 and has held it in 2 quarters since. 732 funds tracked by Wall St. Rank hold MINT as of Q4 2025.

  • Prosperity Wealth Management held 3,962 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $398K as of Q4 2025.
  • Prosperity Wealth Management bought 1,712 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2025, an estimated $172K.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.13% of Prosperity Wealth Management's portfolio in Q4 2025, its #164 holding.
  • Prosperity Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2025 and has held it in 2 quarters since.
  • 732 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.