SW
MINT icon

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

G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 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 $59.6B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 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 $127M AUM 24.3% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return