Voisard Asset Management Group’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Voisard Asset Management 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
2024 Q4	–	Sell	-95	Closed	-$9.57K	–	427
2024 Q3	$9.57K	Sell	95 -995	-91%	-$99.9K	﹤0.01%	304
2024 Q2	$110K	Hold	1,090	–	–	0.05%	94
2024 Q1	$110K	Sell	1,090 -209	-16%	-$20.9K	0.06%	78
2023 Q4	$130K	Buy	+1,299	New	+$130K	0.08%	65

Other funds holding MINT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Voisard Asset Management Group's MINT Position: Q4 2024 in Review

Voisard Asset Management Group sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2024, closing a stake of 95 shares — an estimated $9.57K sold.

Voisard Asset Management Group first reported a position in MINT in Q4 2023 and held it in 4 quarters. The position peaked at $130K in Q4 2023. 689 funds tracked by Wall St. Rank hold MINT as of Q4 2024.

Voisard Asset Management Group reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
Voisard Asset Management Group sold 95 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2024, an estimated $9.57K.
Voisard Asset Management Group first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2023 and held it in 4 quarters.
Voisard Asset Management Group's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $130K in Q4 2023.
689 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.