MINT — PIMCO EHNANCED

Ownership history in MPWM ADVISORY SOLUTIONS, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which MPWM ADVISORY SOLUTIONS, LLC reported a position in PIMCO EHNANCED (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
0.98% (2025 Q4)
Avg. % of fund
0.93%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 17,469 +2,291 +15.1% 0.98% $1.8M $99.66
2025 Q3 ADDED 15,178 +1,058 +7.5% 0.91% $1.5M $98.54
2025 Q2 INITIATED 14,120 — — 0.90% $1.4M $97.28
% of Fund (quarterly)    MINT price (monthly, adj. close)

Other funds also holding MINT

As of 2025 Q4 — sorted by position size

Gainplan LLC 3Y 7Y 19.1% MJP ASSOCIATES INC /ADV 3Y 10.28% Williams Financial, LLC 3Y 9.18% Roehl & Yi Investment Advisors, LLC 8.92% Mission Hills Financial Advisory, LLC 8.85% Koenig Investment Advisory, LLC 7.52% Johnson Financial Group, LLC 3Y 7Y 7.45% Advisor OS, LLC 3Y 6.68% MAINSAIL ASSET MANAGEMENT, LLC 6.57% Cottage Street Advisors LLC 3Y 7Y 5.78%
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