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Wealthspire Advisors (New York)’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-39
Closed -$3.94K – 2150
2025
Q3 		$3.94K Buy
+39
New +$3.92K ﹤0.01% 2412
2023
Q4 		– Sell
-2,151
Closed -$215K – 654
2023
Q3 		$215K Sell
2,151
-807
-27% -$80.5K ﹤0.01% 552
2023
Q2 		$295K Buy
+2,958
New +$294K ﹤0.01% 462
2022
Q4 		– Sell
-3,370
Closed -$333K – 599
2022
Q3 		$333K Sell
3,370
-99
-3% -$9.81K 0.01% 395
2022
Q2 		$344K Buy
3,469
+49
+1% +$4.88K 0.01% 372
2022
Q1 		$343K Sell
3,420
-246
-7% -$24.8K 0.01% 332
2021
Q4 		$372K Buy
3,666
+1,475
+67% +$150K 0.01% 374
2021
Q3 		$223K Sell
2,191
-128
-6% -$13.1K ﹤0.01% 524
2021
Q2 		$236K Sell
2,319
-300
-11% -$30.6K 0.01% 332
2021
Q1 		$267K Buy
2,619
+312
+14% +$31.8K 0.01% 588
2020
Q4 		$235K Sell
2,307
-4,119
-64% -$420K 0.01% 512
2020
Q3 		$655K Buy
+6,426
New +$654K 0.04% 159
2020
Q2 		– Sell
-2,080
Closed -$206K – 435
2020
Q1 		$206K Buy
+2,080
New +$210K 0.01% 489
2019
Q1 		– Sell
-2,295
Closed -$232K – 507
2018
Q4 		$232K Buy
+2,295
New +$233K 0.02% 62

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wealthspire Advisors (New York)'s MINT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2025, closing a stake of 39 shares — an estimated $3.94K sold.

Wealthspire Advisors (New York) first reported a position in MINT in Q4 2018 and held it in 14 quarters. The position peaked at $655K in Q3 2020. 736 funds tracked by Wall St. Rank hold MINT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 39 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2025, an estimated $3.94K.
  • Wealthspire Advisors (New York) first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2018 and held it in 14 quarters.
  • Wealthspire Advisors (New York)'s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $655K in Q3 2020.
  • 736 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.