Wipfli Financial Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$508K	Buy	+5,135	New	+$509K	0.04%	219

Other funds holding MINT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wipfli Financial Advisors's MINT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q3 2022: 5,135 shares worth $508K. The stake represents 0.04% of the portfolio and ranks #219 among its holdings.

668 funds tracked by Wall St. Rank hold MINT as of Q3 2022.

Wipfli Financial Advisors held 5,135 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $508K as of Q3 2022.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Wipfli Financial Advisors position in Q3 2022.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.04% of Wipfli Financial Advisors's portfolio in Q3 2022, its #219 holding.
668 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.