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

Rollins Financial’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 Q4	$1.43M	Buy	+14,288	New	+$1.43M	0.3%	42

Other funds holding MINT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Rollins Financial's MINT Position: Q4 2023 in Review

Rollins Financial opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2023: 14,288 shares worth $1.43M. The stake represents 0.3% of the portfolio and ranks #42 among its holdings.

665 funds tracked by Wall St. Rank hold MINT as of Q4 2023.

Rollins Financial held 14,288 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $1.43M as of Q4 2023.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Rollins Financial position in Q4 2023.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.3% of Rollins Financial's portfolio in Q4 2023, its #42 holding.
665 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2023.

Based on Rollins Financial's 13F filing for Q4 2023, filed 6 Feb 2024.