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Safeguard Investment Advisory Group’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Safeguard Investment Advisory Group’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
2024
Q3 		– Sell
-2,590
Closed -$261K – 125
2024
Q2 		$261K Buy
+2,590
New +$260K 0.08% 83

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $95.4B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Safeguard Investment Advisory Group's MINT Position: Q3 2024 in Review

Safeguard Investment Advisory Group sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q3 2024, closing a stake of 2,590 shares — an estimated $261K sold.

Safeguard Investment Advisory Group first reported a position in MINT in Q2 2024 and held it in 1 quarter. The position peaked at $261K in Q2 2024. 638 funds tracked by Wall St. Rank hold MINT as of Q3 2024.

  • Safeguard Investment Advisory Group reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 2,590 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2024, an estimated $261K.
  • Safeguard Investment Advisory Group first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2024 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $261K in Q2 2024.
  • 638 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2024.

Based on Safeguard Investment Advisory Group's 13F filing for Q3 2024, filed 14 Nov 2024.