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

Regal 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 		$388K Sell
3,857
-615
-14% -$61.8K 0.02% 483
2025
Q4 		$449K Sell
4,472
-260
-5% -$26.1K 0.03% 442
2025
Q3 		$476K Sell
4,732
-66
-1% -$6.63K 0.03% 385
2025
Q2 		$482K Sell
4,798
-5
-0.1% -$502 0.04% 345
2025
Q1 		$483K Sell
4,803
-153
-3% -$15.4K 0.04% 335
2024
Q4 		$497K Sell
4,956
-171
-3% -$17.2K 0.04% 323
2024
Q3 		$516K Sell
5,127
-6,080
-54% -$611K 0.04% 352
2024
Q2 		$1.13M Sell
11,207
-7,631
-41% -$766K 0.07% 237
2024
Q1 		$1.89M Buy
18,838
+248
+1% +$24.9K 0.13% 177
2023
Q4 		$1.86M Buy
18,590
+675
+4% +$67.5K 0.14% 165
2023
Q3 		$1.79M Sell
17,915
-150
-0.8% -$15K 0.15% 157
2023
Q2 		$1.8M Buy
18,065
+318
+2% +$31.6K 0.15% 152
2023
Q1 		$1.76M Buy
17,747
+682
+4% +$67.7K 0.16% 151
2022
Q4 		$1.68M Buy
+17,065
New +$1.68M 0.16% 140
2016
Q1 		– Sell
-4,304
Closed -$433K – 274
2015
Q4 		$433K Sell
4,304
-3,671
-46% -$370K 0.11% 164
2015
Q3 		$803K Buy
7,975
+2,907
+57% +$294K 0.21% 120
2015
Q2 		$512K Buy
5,068
+1,300
+35% +$132K 0.14% 153
2015
Q1 		$381K Sell
3,768
-434
-10% -$43.9K 0.09% 181
2014
Q4 		$425K Buy
4,202
+1,879
+81% +$190K 0.11% 157
2014
Q3 		$235K Buy
2,323
+1,411
+155% +$143K 0.07% 207
2014
Q2 		$92K Sell
912
-269
-23% -$27.3K 0.03% 295
2014
Q1 		$120K Buy
1,181
+500
+73% +$50.7K 0.05% 241
2013
Q4 		$69K Buy
681
+665
+4,156% +$67.5K 0.04% 249
2013
Q3 		$2K Buy
+16
New +$1.62K ﹤0.01% 801

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 $58.2B AUM 22.78% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Regal Investment Advisors reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 14% in Q1 2026, selling an estimated $61.8K and leaving 3,857 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #483.

Regal Investment Advisors first reported a position in MINT in Q3 2013 and has held it in 24 quarters since. The position peaked at $1.89M in Q1 2024. 740 funds tracked by Wall St. Rank hold MINT as of Q1 2026.

  • Regal Investment Advisors held 3,857 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $388K as of Q1 2026.
  • Regal Investment Advisors sold 615 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2026, an estimated $61.8K.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #483 holding.
  • Regal Investment Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2013 and has held it in 24 quarters since.
  • Regal Investment Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1.89M in Q1 2024.
  • 740 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.