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
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 $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SageView Advisory Group's MINT Position: Q4 2025 in Review

SageView Advisory Group increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 28% in Q4 2025, buying an estimated $406K and bringing the position to 18,443 shares worth $1.85M. The position accounts for 0.06% of the portfolio, ranked #159.

SageView Advisory Group first reported a position in MINT in Q4 2022 and has held it in 10 quarters since. 732 funds tracked by Wall St. Rank hold MINT as of Q4 2025.

SageView Advisory Group held 18,443 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $1.85M as of Q4 2025.
SageView Advisory Group bought 4,044 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2025, an estimated $406K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.06% of SageView Advisory Group's portfolio in Q4 2025, its #159 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 10 quarters since.
732 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.