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

Retirement Financial 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
2023
Q1 		– Sell
-11
Closed -$1.08K – 165
2022
Q4 		$1.08K Buy
+11
New +$1.08K ﹤0.01% 246

Other funds holding MINT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Retirement Financial Solutions's MINT Position: Q1 2023 in Review

Retirement Financial Solutions sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2023, closing a stake of 11 shares — an estimated $1.08K sold.

Retirement Financial Solutions first reported a position in MINT in Q4 2022 and held it in 1 quarter. The position peaked at $1.08K in Q4 2022. 606 funds tracked by Wall St. Rank hold MINT as of Q1 2023.

  • Retirement Financial Solutions reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 11 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2023, an estimated $1.08K.
  • Retirement Financial Solutions first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1.08K in Q4 2022.
  • 606 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.