VisionPoint Advisory Group’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

VisionPoint Advisory Group’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	$626K	Sell	6,208 -89,247	-93%	-$8.97M	0.1%	222
2026 Q1	$9.6M	Buy	95,455 +88,774	+1,329%	+$8.92M	1.81%	8
2025 Q4	$670K	Buy	6,681 +23	+0.3%	+$2.31K	0.13%	174
2025 Q3	$670K	Buy	6,658 +1,211	+22%	+$122K	0.13%	168
2025 Q2	$548K	Sell	5,447 -14,591	-73%	-$1.46M	0.12%	178
2025 Q1	$2.02M	Buy	+20,038	New	+$2.01M	0.69%	43
2024 Q4	–	Sell	-16,416	Closed	-$1.65M	–	307
2024 Q3	$1.65M	Sell	16,416 -9,064	-36%	-$910K	0.56%	47
2024 Q2	$2.56M	Buy	25,480 +25,165	+7,989%	+$2.53M	0.91%	31
2024 Q1	$31.7K	Buy	+315	New	+$31.6K	0.01%	331

Other funds holding MINT

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

AFG Fiduciary Services Hingham, Massachusetts $127M AUM 24.3% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return