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

Root Financial Partners’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 Q3	$39.2K	Buy	+390	New	+$39.2K	﹤0.01%	1207
2026 Q2	–	Sell	-255	Closed	-$25.6K	–	2070
2026 Q1	$25.6K	Buy	255 +109	+75%	+$11K	﹤0.01%	1187
2025 Q4	$14.6K	Sell	146 -17	-10%	-$1.71K	﹤0.01%	1330
2025 Q3	$16.4K	Sell	163 -2,675	-94%	-$269K	﹤0.01%	1217
2025 Q2	$285K	Buy	+2,838	New	+$285K	0.03%	187

Other funds holding MINT

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Root Financial Partners's MINT Position: Q3 2026 in Review

Root Financial Partners opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q3 2026: 390 shares worth $39.2K. The stake represents ﹤0.01% of the portfolio and ranks #1207 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MINT as recently as Q1 2026.

Root Financial Partners first reported a position in MINT in Q2 2025 and has held it in 5 quarters since. The position peaked at $285K in Q2 2025. 697 funds tracked by Wall St. Rank hold MINT as of Q3 2026.

Root Financial Partners held 390 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $39.2K as of Q3 2026.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Root Financial Partners position in Q3 2026.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1207 holding.
Root Financial Partners first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
Root Financial Partners's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $285K in Q2 2025.
697 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.