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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

WealthPlan Investment Management's MINT Position: Q2 2026 in Review

WealthPlan Investment Management increased its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 436% in Q2 2026, buying an estimated $21.3M and bringing the position to 260,708 shares worth $26.3M. The position accounts for 1.31% of the portfolio, ranked #16.

WealthPlan Investment Management first reported a position in MINT in Q1 2022 and has held it in 10 quarters since. 759 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

WealthPlan Investment Management held 260,708 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $26.3M as of Q2 2026.
WealthPlan Investment Management bought 212,038 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $21.3M.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 1.31% of WealthPlan Investment Management's portfolio in Q2 2026, its #16 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 10 quarters since.
759 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.