Sard Wealth Management Group
MINT icon

Sard Wealth Management Group’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Sard Wealth Management 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
Q3 		$641K Sell
6,374
-11,717
-65% -$1.18M 0.26% 39
2026
Q2 		$1.82M Sell
18,091
-14,646
-45% -$1.47M 0.87% 15
2026
Q1 		$3.29M Buy
32,737
+90
+0.3% +$9.05K 1.79% 11
2025
Q4 		$3.28M Buy
32,647
+995
+3% +$100K 1.8% 11
2025
Q3 		$3.19M Buy
31,652
+1,388
+5% +$139K 1.82% 11
2025
Q2 		$3.04M Buy
30,264
+5,628
+23% +$565K 1.88% 11
2025
Q1 		$2.48M Buy
24,636
+300
+1% +$30.2K 1.66% 12
2024
Q4 		$2.44M Sell
24,336
-2,294
-9% -$231K 1.64% 12
2024
Q3 		$2.68M Buy
26,630
+614
+2% +$61.7K 1.77% 11
2024
Q2 		$2.62M Buy
26,016
+17,828
+218% +$1.79M 1.84% 11
2024
Q1 		$823K Buy
8,188
+108
+1% +$10.8K 0.74% 19
2023
Q4 		$806K Buy
+8,080
New +$808K 0.81% 20

Other funds holding MINT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Gainplan
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sard Wealth Management Group's MINT Position: Q3 2026 in Review

Sard Wealth Management Group reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 65% in Q3 2026, selling an estimated $1.18M and leaving 6,374 shares worth $641K. The position accounts for 0.26% of the portfolio, ranked #39.

Sard Wealth Management Group first reported a position in MINT in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.29M in Q1 2026. 237 funds tracked by Wall St. Rank hold MINT as of Q3 2026.

  • Sard Wealth Management Group held 6,374 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $641K as of Q3 2026.
  • Sard Wealth Management Group sold 11,717 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2026, an estimated $1.18M.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.26% of Sard Wealth Management Group's portfolio in Q3 2026, its #39 holding.
  • Sard Wealth Management Group first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2023 and has held it in 12 quarters since.
  • Sard Wealth Management Group's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $3.29M in Q1 2026.
  • 237 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2026.

Based on Sard Wealth Management Group's 13F filing for Q3 2026, filed 16 Oct 2026.