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 Q3	$4.01M	Buy	39,886 +33,678	+542%	+$3.39M	0.63%	39
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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $261M AUM 23.1% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

VisionPoint Advisory Group's MINT Position: Q3 2026 in Review

VisionPoint Advisory Group increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 542% in Q3 2026, buying an estimated $3.39M and bringing the position to 39,886 shares worth $4.01M. The position accounts for 0.63% of the portfolio, ranked #39.

VisionPoint Advisory Group first reported a position in MINT in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.6M in Q1 2026. 141 funds tracked by Wall St. Rank hold MINT as of Q3 2026.

VisionPoint Advisory Group held 39,886 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $4.01M as of Q3 2026.
VisionPoint Advisory Group bought 33,678 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2026, an estimated $3.39M.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.63% of VisionPoint Advisory Group's portfolio in Q3 2026, its #39 holding.
VisionPoint Advisory Group first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2024 and has held it in 10 quarters since.
VisionPoint Advisory Group's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $9.6M in Q1 2026.
141 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.