Sax Wealth Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Sax Wealth Advisors’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	$252K	Buy	+2,502	New	+$252K	0.01%	481
2022 Q4	–	Sell	-2,341	Closed	-$231K	–	173
2022 Q3	$231K	Sell	2,341 -2,822	-55%	-$280K	0.06%	147
2022 Q2	$512K	Sell	5,163 -1,979	-28%	-$197K	0.13%	101
2022 Q1	$715K	Sell	7,142 -731	-9%	-$73.8K	0.17%	76
2021 Q4	$800K	Buy	7,873 +696	+10%	+$70.8K	0.17%	77
2021 Q3	$732K	Sell	7,177 -2,494	-26%	-$254K	0.17%	76
2021 Q2	$986K	Sell	9,671 -2,540	-21%	-$259K	0.34%	58
2021 Q1	$1.24M	Buy	12,211 +2,512	+26%	+$256K	0.46%	49
2020 Q4	$990K	Buy	+9,699	New	+$989K	0.46%	50

Other funds holding MINT

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

Sax Wealth Advisors's MINT Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q2 2026: 2,502 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #481 among its holdings. This is a return to the name: Sax Wealth Advisors previously reported a position in MINT as recently as Q3 2022.

Sax Wealth Advisors first reported a position in MINT in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.24M in Q1 2021. 164 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

Sax Wealth Advisors held 2,502 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $252K as of Q2 2026.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Sax Wealth Advisors position in Q2 2026.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #481 holding.
Sax Wealth Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2020 and has held it in 9 quarters since.
Sax Wealth Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1.24M in Q1 2021.
164 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.