Ownership history in Planned Solutions, Inc. · 20 quarters on record
This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 67,545 | +541 | +0.8% | 2.17% | $6.8M | $99.66 |
| 2025 Q3 | ADDED | 67,004 | +1,201 | +1.8% | 2.32% | $6.7M | $98.54 |
| 2025 Q2 | REDUCED | 65,803 | -52,589 | -44.4% | 2.52% | $6.6M | $97.28 |
| 2025 Q1 | ADDED | 118,392 | +3,422 | +3.0% | 4.82% | $11.9M | $96.20 |
| 2024 Q4 | ADDED | 114,970 | +106,717 | +1293.1% | 4.65% | $11.5M | $95.15 |
| 2024 Q3 | ADDED | 8,253 | +444 | +5.7% | 0.33% | $831K | $93.90 |
| 2024 Q2 | REDUCED | 7,809 | -354 | -4.3% | 0.38% | $786K | $92.60 |
| 2024 Q1 | REDUCED | 8,163 | -901 | -9.9% | 0.40% | $821K | $91.28 |
| 2023 Q4 | REDUCED | 9,064 | -668 | -6.9% | 0.55% | $908K | $89.82 |
| 2023 Q2 | REDUCED | 9,732 | -71 | -0.7% | 0.57% | $971K | $87.07 |
As of 2025 Q4 — sorted by position size