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Spectrum Planning & Advisory Services’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Spectrum Planning & Advisory Services’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 		$7.73M Buy
76,633
+17,520
+30% +$1.76M 3.46% 9
2026
Q1 		$5.94M Buy
+59,113
New +$5.94M 2.94% 9

Other funds holding MINT

G
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
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 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
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
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
AFS
AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return

Spectrum Planning & Advisory Services's MINT Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 30% in Q2 2026, buying an estimated $1.76M and bringing the position to 76,633 shares worth $7.73M. The position accounts for 3.46% of the portfolio, ranked #9.

Spectrum Planning & Advisory Services first reported a position in MINT in Q1 2026 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

  • Spectrum Planning & Advisory Services held 76,633 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $7.73M as of Q2 2026.
  • Spectrum Planning & Advisory Services bought 17,520 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.76M.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 3.46% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #9 holding.
  • Spectrum Planning & Advisory Services first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • 125 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.