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Uptown Financial Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Uptown Financial Advisors’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 		$500K Buy
+4,956
New +$498K 0.33% 44

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
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $194M AUM 12.32% 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

Uptown Financial Advisors's MINT Position: Q2 2026 in Review

Uptown Financial Advisors opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q2 2026: 4,956 shares worth $500K. The stake represents 0.33% of the portfolio and ranks #44 among its holdings.

183 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

  • Uptown Financial Advisors held 4,956 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $500K as of Q2 2026.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Uptown Financial Advisors position in Q2 2026.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.33% of Uptown Financial Advisors's portfolio in Q2 2026, its #44 holding.
  • 183 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.