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

Signal Advisors Wealth’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 Q1	$315K	Buy	+3,129	New	+$315K	0.02%	461
2025 Q3	–	Sell	-2,038	Closed	-$205K	–	512
2025 Q2	$205K	Buy	+2,038	New	+$204K	0.02%	454
2025 Q1	–	Sell	-2,344	Closed	-$236K	–	453
2024 Q4	$236K	Sell	2,344 -84	-3%	-$8.44K	0.03%	401
2024 Q3	$244K	Buy	+2,428	New	+$244K	0.04%	380
2024 Q2	–	Sell	-2,844	Closed	-$286K	–	212
2024 Q1	$286K	Buy	2,844 +204	+8%	+$20.4K	0.07%	235
2023 Q4	$265K	Buy	+2,640	New	+$264K	0.09%	183

Other funds holding MINT

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

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

Focus Partners Wealth

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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return