World Equity Group’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

World Equity Group’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 Q2	–	Sell	-5,984	Closed	-$602K	–	342
2025 Q1	$602K	Sell	5,984 -2,012	-25%	-$202K	0.17%	125
2024 Q4	$802K	Buy	7,996 +5,231	+189%	+$526K	0.17%	130
2024 Q3	$278K	Sell	2,765 -1,303	-32%	-$131K	0.1%	194
2024 Q2	$409K	Buy	+4,068	New	+$408K	0.12%	179
2023 Q1	–	Sell	-5,132	Closed	-$506K	–	562
2022 Q4	$506K	Buy	5,132 +953	+23%	+$94K	0.12%	174
2022 Q3	$413K	Buy	+4,179	New	+$414K	0.1%	191

Other funds holding MINT

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

World Equity Group's MINT Position: Q2 2025 in Review

World Equity Group sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q2 2025, closing a stake of 5,984 shares — an estimated $602K sold.

World Equity Group first reported a position in MINT in Q3 2022 and held it in 6 quarters. The position peaked at $802K in Q4 2024. 694 funds tracked by Wall St. Rank hold MINT as of Q2 2025.

World Equity Group reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
World Equity Group sold 5,984 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2025, an estimated $602K.
World Equity Group first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2022 and held it in 6 quarters.
World Equity Group's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $802K in Q4 2024.
694 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2025.

Based on World Equity Group's 13F filing for Q2 2025, filed 15 Jul 2025.