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

SteelPeak 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 Q2	$894K	Sell	8,864 -462	-5%	-$46.5K	0.02%	331
2026 Q1	$938K	Sell	9,326 -6,551	-41%	-$659K	0.03%	296
2025 Q4	$1.6M	Sell	15,877 -1,520	-9%	-$153K	0.05%	234
2025 Q3	$1.75M	Buy	17,397 +597	+4%	+$60K	0.06%	233
2025 Q2	$1.69M	Sell	16,800 -2,203	-12%	-$221K	0.07%	210
2025 Q1	$1.91M	Buy	19,003 +2,240	+13%	+$225K	0.08%	184
2024 Q4	$1.69M	Buy	16,763 +1,024	+7%	+$103K	0.07%	186
2024 Q3	$1.58M	Buy	15,739 +5,390	+52%	+$541K	0.07%	190
2024 Q2	$1.04M	Buy	10,349 +429	+4%	+$43.1K	0.05%	226
2024 Q1	$997K	Buy	+9,920	New	+$994K	0.05%	217

Other funds holding MINT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

SteelPeak Wealth's MINT Position: Q2 2026 in Review

SteelPeak Wealth reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 5% in Q2 2026, selling an estimated $46.5K and leaving 8,864 shares worth $894K. The position accounts for 0.02% of the portfolio, ranked #331.

SteelPeak Wealth first reported a position in MINT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.91M in Q1 2025. 758 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

SteelPeak Wealth held 8,864 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $894K as of Q2 2026.
SteelPeak Wealth sold 462 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $46.5K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #331 holding.
SteelPeak Wealth first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2024 and has held it in 10 quarters since.
SteelPeak Wealth's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1.91M in Q1 2025.
758 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.