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

Surience Private 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	$3.09M	Buy	+30,757	New	+$3.09M	3.32%	9
2025 Q3	–	Sell	-4,160	Closed	-$418K	–	33
2025 Q2	$418K	Sell	4,160 -40,807	-91%	-$4.09M	0.39%	27
2025 Q1	$4.52M	Buy	44,967 +35,617	+381%	+$3.58M	7.86%	4
2024 Q4	$938K	Buy	+9,350	New	+$940K	1.21%	18

Other funds holding MINT

JP Morgan Chase New York $1.56T 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 $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Surience Private Wealth's MINT Position: Q1 2026 in Review

Surience Private Wealth opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2026: 30,757 shares worth $3.09M. The stake represents 3.32% of the portfolio and ranks #9 among its holdings. This is a return to the name: Surience Private Wealth previously reported a position in MINT as recently as Q2 2025.

Surience Private Wealth first reported a position in MINT in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.52M in Q1 2025. 739 funds tracked by Wall St. Rank hold MINT as of Q1 2026.

Surience Private Wealth held 30,757 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $3.09M as of Q1 2026.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Surience Private Wealth position in Q1 2026.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 3.32% of Surience Private Wealth's portfolio in Q1 2026, its #9 holding.
Surience Private Wealth first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2024 and has held it in 4 quarters since.
Surience Private Wealth's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $4.52M in Q1 2025.
739 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.