MINT PIMCO ETF TR

Ownership history in Krilogy Financial LLC  ·  29 quarters on record

This page tracks every 13F SEC filing in which Krilogy Financial LLC reported a position in PIMCO ETF TR (MINT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.58% (2024 Q4)
Avg. % of fund
1.23%
First filed
2018 Q3
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 536,013 -5,410 -1.0% 1.84% $54.0M $99.66
2025 Q3 ADDED 541,423 +18,999 +3.6% 2.04% $54.3M $98.54
2025 Q2 ADDED 522,424 +21,303 +4.3% 3.01% $52.5M $97.28
2025 Q1 REDUCED 501,121 -33,912 -6.3% 3.27% $50.4M $96.20
2024 Q4 ADDED 535,033 +160,501 +42.9% 3.58% $53.7M $95.15
2024 Q3 ADDED 374,532 +131,622 +54.2% 2.60% $37.7M $93.90
2024 Q2 ADDED 242,910 +132,748 +120.5% 1.80% $24.4M $92.60
2024 Q1 ADDED 110,162 +54,356 +97.4% 0.85% $11.1M $91.28
2023 Q4 REDUCED 55,806 -5,042 -8.3% 0.47% $5.6M $89.82
2023 Q3 REDUCED 60,848 -7,715 -11.3% 0.56% $6.1M $88.53
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MINT price (monthly, adj. close)
← Back to Krilogy Financial LLC Holdings