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

SageView 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
2026 Q2	$2.45M	Buy	24,267 +3,196	+15%	+$321K	0.08%	138
2026 Q1	$2.12M	Buy	21,071 +2,628	+14%	+$264K	0.08%	132
2025 Q4	$1.85M	Buy	18,443 +4,044	+28%	+$406K	0.06%	159
2025 Q3	$1.45M	Buy	14,399 +3,172	+28%	+$319K	0.05%	215
2025 Q2	$1.13M	Buy	11,227 +1,582	+16%	+$159K	0.04%	229
2025 Q1	$970K	Buy	9,645 +3,415	+55%	+$343K	0.04%	231
2024 Q4	$625K	Buy	6,230 +3,899	+167%	+$392K	0.03%	305
2024 Q3	$235K	Buy	+2,331	New	+$234K	0.01%	459
2024 Q2	–	Hold	0	–	–	–	405
2023 Q4	–	Sell	-6,869	Closed	-$687K	–	170
2023 Q3	$688K	Buy	6,869 +811	+13%	+$80.9K	0.04%	273
2023 Q2	$604K	Buy	6,058 +1,985	+49%	+$197K	0.03%	318
2023 Q1	$404K	Sell	4,073 -267	-6%	-$26.5K	0.03%	341
2022 Q4	$428K	Buy	+4,340	New	+$428K	0.03%	263

Other funds holding MINT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

SageView Advisory Group's MINT Position: Q2 2026 in Review

SageView Advisory Group increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 15% in Q2 2026, buying an estimated $321K and bringing the position to 24,267 shares worth $2.45M. The position accounts for 0.08% of the portfolio, ranked #138.

SageView Advisory Group first reported a position in MINT in Q4 2022 and has held it in 12 quarters since. 761 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

SageView Advisory Group held 24,267 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $2.45M as of Q2 2026.
SageView Advisory Group bought 3,196 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $321K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.08% of SageView Advisory Group's portfolio in Q2 2026, its #138 holding.
SageView Advisory Group first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2022 and has held it in 12 quarters since.
761 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.