SAM
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Smartleaf Asset Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Smartleaf Asset 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
Q1 		$69.2K Buy
688
+159
+30% +$16K ﹤0.01% 1292
2025
Q4 		$53.2K Sell
529
-224
-30% -$22.5K ﹤0.01% 1521
2025
Q3 		$75.8K Buy
753
+689
+1,077% +$69.2K ﹤0.01% 1216
2025
Q2 		$6.43K Sell
64
-6,538
-99% -$656K ﹤0.01% 1970
2025
Q1 		$664K Buy
6,602
+6,582
+32,910% +$662K 0.06% 300
2024
Q4 		$2.01K Sell
20
-4,939
-100% -$496K ﹤0.01% 2540
2024
Q3 		$499K Buy
4,959
+729
+17% +$73.2K 0.06% 302
2024
Q2 		$426K Buy
+4,230
New +$425K 0.07% 266

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return