WealthPlan Investment Management
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WealthPlan Investment Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

WealthPlan Investment Management’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 		$26.8M Buy
266,701
+5,993
+2% +$603K 1.3% 18
2026
Q2 		$26.3M Buy
260,708
+212,038
+436% +$21.3M 1.31% 16
2026
Q1 		$4.89M Sell
48,670
-93,808
-66% -$9.43M 0.27% 87
2025
Q4 		$14.3M Buy
142,478
+24,226
+20% +$2.43M 0.91% 26
2025
Q3 		$11.9M Buy
+118,252
New +$11.9M 0.79% 38
2024
Q3 		– Sell
-17,549
Closed -$1.77M – 256
2024
Q2 		$1.77M Buy
17,549
+6,932
+65% +$696K 0.27% 79
2024
Q1 		$1.07M Buy
10,617
+662
+7% +$66.3K 0.16% 95
2023
Q4 		$993K Buy
+9,955
New +$995K 0.16% 101
2023
Q1 		– Sell
-37,043
Closed -$3.68M – 519
2022
Q4 		$3.68M Buy
37,043
+5,860
+19% +$578K 0.26% 83
2022
Q3 		$3.08M Buy
+31,183
New +$3.09M 0.22% 89
2022
Q1 		$1.34M Buy
+13,453
New +$1.36M 0.09% 142

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

WealthPlan Investment Management's MINT Position: Q3 2026 in Review

WealthPlan Investment Management increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 2.3% in Q3 2026, buying an estimated $603K and bringing the position to 266,701 shares worth $26.8M. The position accounts for 1.3% of the portfolio, ranked #18.

WealthPlan Investment Management first reported a position in MINT in Q1 2022 and has held it in 11 quarters since. 697 funds tracked by Wall St. Rank hold MINT as of Q3 2026.

  • WealthPlan Investment Management held 266,701 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $26.8M as of Q3 2026.
  • WealthPlan Investment Management bought 5,993 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2026, an estimated $603K.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 1.3% of WealthPlan Investment Management's portfolio in Q3 2026, its #18 holding.
  • WealthPlan Investment Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2022 and has held it in 11 quarters since.
  • 697 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.