Surience Private Wealth
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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
Q3 		$2.24M Sell
22,287
-12,492
-36% -$1.26M 2.15% 12
2026
Q2 		$3.51M Buy
34,779
+4,022
+13% +$404K 3.08% 11
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Gainplan
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Surience Private Wealth's MINT Position: Q3 2026 in Review

Surience Private Wealth reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 36% in Q3 2026, selling an estimated $1.26M and leaving 22,287 shares worth $2.24M. The position accounts for 2.15% of the portfolio, ranked #12.

Surience Private Wealth first reported a position in MINT in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.52M in Q1 2025. 203 funds tracked by Wall St. Rank hold MINT as of Q3 2026.

  • Surience Private Wealth held 22,287 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $2.24M as of Q3 2026.
  • Surience Private Wealth sold 12,492 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2026, an estimated $1.26M.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 2.15% of Surience Private Wealth's portfolio in Q3 2026, its #12 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 6 quarters since.
  • Surience Private Wealth's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $4.52M in Q1 2025.
  • 203 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.