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

WCG Wealth 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 		$6.31M Buy
62,545
+416
+0.7% +$41.8K 0.15% 139
2026
Q1 		$6.25M Buy
62,129
+6,844
+12% +$688K 0.17% 129
2025
Q4 		$5.55M Buy
55,285
+42,455
+331% +$4.27M 0.16% 140
2025
Q3 		$1.29M Sell
12,830
-151
-1% -$15.2K 0.08% 204
2025
Q2 		$1.31M Sell
12,981
-1,514
-10% -$152K 0.08% 194
2025
Q1 		$1.46M Sell
14,495
-1,072
-7% -$108K 0.11% 167
2024
Q4 		$1.56M Sell
15,567
-176
-1% -$17.7K 0.1% 170
2024
Q3 		$1.58M Sell
15,743
-65
-0.4% -$6.53K 0.11% 175
2024
Q2 		$1.59M Sell
15,808
-490
-3% -$49.2K 0.12% 154
2024
Q1 		$1.64M Buy
16,298
+206
+1% +$20.6K 0.14% 138
2023
Q4 		$1.61M Sell
16,092
-2,422
-13% -$242K 0.12% 156
2023
Q3 		$1.9M Sell
18,514
-2,989
-14% -$298K 0.14% 139
2023
Q2 		$2.15M Sell
21,503
-855
-4% -$84.9K 0.25% 77
2023
Q1 		$2.22M Sell
22,358
-474
-2% -$47K 0.28% 74
2022
Q4 		$2.25M Sell
22,832
-1,465
-6% -$144K 0.31% 67
2022
Q3 		$2.4M Buy
+24,297
New +$2.41M 0.32% 67

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

WCG Wealth Advisors's MINT Position: Q2 2026 in Review

WCG Wealth Advisors increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 0.67% in Q2 2026, buying an estimated $41.8K and bringing the position to 62,545 shares worth $6.31M. The position accounts for 0.15% of the portfolio, ranked #139.

WCG Wealth Advisors first reported a position in MINT in Q3 2022 and has held it in 16 quarters since. 757 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

  • WCG Wealth Advisors held 62,545 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $6.31M as of Q2 2026.
  • WCG Wealth Advisors bought 416 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $41.8K.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.15% of WCG Wealth Advisors's portfolio in Q2 2026, its #139 holding.
  • WCG Wealth Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2022 and has held it in 16 quarters since.
  • 757 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.