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

SFG Wealth Management’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 		$4.3M Buy
42,657
+4,997
+13% +$503K 1.55% 10
2026
Q1 		$3.79M Buy
37,660
+1,510
+4% +$152K 1.56% 10
2025
Q4 		$3.63M Buy
36,150
+1,763
+5% +$177K 1.43% 10
2025
Q3 		$3.46M Buy
34,387
+2,238
+7% +$225K 1.5% 10
2025
Q2 		$3.23M Sell
32,149
-9,412
-23% -$944K 1.95% 8
2025
Q1 		$4.18M Buy
41,561
+1,299
+3% +$131K 2.04% 8
2024
Q4 		$4.04M Buy
40,262
+2,478
+7% +$249K 2.12% 9
2024
Q3 		$3.8M Sell
37,784
-4,048
-10% -$407K 2.02% 10
2024
Q2 		$4.21M Buy
41,832
+1,893
+5% +$190K 2.4% 10
2024
Q1 		$4.02M Buy
39,939
+25,218
+171% +$2.53M 2.38% 9
2023
Q4 		$1.47M Buy
+14,721
New +$1.47M 0.98% 20
2022
Q4 		– Sell
-3,343
Closed -$331K – 83
2022
Q3 		$331K Buy
+3,343
New +$331K 0.45% 48

Other funds holding MINT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SFG Wealth Management's MINT Position: Q2 2026 in Review

SFG Wealth Management increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 13% in Q2 2026, buying an estimated $503K and bringing the position to 42,657 shares worth $4.3M. The position accounts for 1.55% of the portfolio, ranked #10.

SFG Wealth Management first reported a position in MINT in Q3 2022 and has held it in 12 quarters since. 360 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

  • SFG Wealth Management held 42,657 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $4.3M as of Q2 2026.
  • SFG Wealth Management bought 4,997 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $503K.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 1.55% of SFG Wealth Management's portfolio in Q2 2026, its #10 holding.
  • SFG Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2022 and has held it in 12 quarters since.
  • 360 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.