Williams & Novak’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Williams & Novak’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	$343K	Buy	+3,400	New	+$342K	0.23%	93
2024 Q3	–	Sell	-4,890	Closed	-$492K	–	136
2024 Q2	$492K	Sell	4,890 -20,632	-81%	-$2.07M	0.46%	54
2024 Q1	$2.55M	Hold	25,522	–	–	2.89%	6
2023 Q4	$2.55M	Buy	+25,522	New	+$2.55M	2.89%	6

Other funds holding MINT

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return