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

Westside 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 		$4.15M Sell
41,179
-206
-0.5% -$20.7K 0.55% 44
2026
Q1 		$4.16M Sell
41,385
-5,688
-12% -$572K 0.64% 38
2025
Q4 		$4.72M Sell
47,073
-3,551
-7% -$357K 0.76% 34
2025
Q3 		$5.1M Buy
50,624
+112
+0.2% +$11.3K 0.81% 29
2025
Q2 		$5.08M Sell
50,512
-2,719
-5% -$273K 0.94% 25
2025
Q1 		$5.36M Sell
53,231
-12,712
-19% -$1.28M 1.14% 19
2024
Q4 		$6.62M Buy
65,943
+7,403
+13% +$744K 1.39% 14
2024
Q3 		$5.89M Buy
58,540
+3,761
+7% +$378K 1.25% 17
2024
Q2 		$5.51M Buy
54,779
+1,177
+2% +$118K 1.26% 17
2024
Q1 		$5.39M Buy
53,602
+1,814
+4% +$182K 1.29% 15
2023
Q4 		$5.17M Buy
51,788
+5,218
+11% +$522K 1.32% 16
2023
Q3 		$4.66M Sell
46,570
-6,568
-12% -$655K 1.34% 17
2023
Q2 		$5.3M Sell
53,138
-7,303
-12% -$726K 1.5% 12
2023
Q1 		$6M Sell
60,441
-360
-0.6% -$35.7K 1.76% 8
2022
Q4 		$129K Sell
60,801
-1,679
-3% -$166K 0.32% 76
2022
Q3 		$199K Sell
62,480
-2,780
-4% -$276K 0.48% 53
2022
Q2 		$121K Buy
65,260
+40,875
+168% +$4.07M 0.27% 79
2022
Q1 		$117K Buy
24,385
+9,385
+63% +$948K 0.26% 83
2021
Q4 		$1.52K Buy
15,000
+14,300
+2,043% +$1.45M ﹤0.01% 246
2021
Q3 		$71 Buy
+700
New +$71.4K ﹤0.01% 364
2018
Q4 		$60.6K Hold
600
– – 0.02% 271
2018
Q3 		$60.9K Hold
600
– – 0.02% 246
2018
Q2 		$60.8K Buy
+600
New +$60.9K 0.02% 276

Other funds holding MINT

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

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

Westside Investment Management reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 0.5% in Q2 2026, selling an estimated $20.7K and leaving 41,179 shares worth $4.15M. The position accounts for 0.55% of the portfolio, ranked #44.

Westside Investment Management first reported a position in MINT in Q2 2018 and has held it in 23 quarters since. The position peaked at $6.62M in Q4 2024. 298 funds tracked by Wall St. Rank hold MINT as of Q2 2026.

  • Westside Investment Management held 41,179 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $4.15M as of Q2 2026.
  • Westside Investment Management sold 206 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2026, an estimated $20.7K.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.55% of Westside Investment Management's portfolio in Q2 2026, its #44 holding.
  • Westside Investment Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2018 and has held it in 23 quarters since.
  • Westside Investment Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $6.62M in Q4 2024.
  • 298 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.