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 Q3	$246K	Sell	2,442 -60	-2%	-$6.04K	0.01%	644
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sax Wealth Advisors's MINT Position: Q3 2026 in Review

Sax Wealth Advisors reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 2.4% in Q3 2026, selling an estimated $6.04K and leaving 2,442 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #644.

Sax Wealth Advisors first reported a position in MINT in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.24M in Q1 2021. 276 funds tracked by Wall St. Rank hold MINT as of Q3 2026.

Sax Wealth Advisors held 2,442 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $246K as of Q3 2026.
Sax Wealth Advisors sold 60 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2026, an estimated $6.04K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #644 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 10 quarters since.
Sax Wealth Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1.24M in Q1 2021.
276 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.