Quest 10 Wealth Builders, Inc. MINT β€” PIMCO ENHANCED SHRT MATURTY ACTV ETF

Ownership history in Quest 10 Wealth Builders, Inc.  Β·  5 quarters on record

AI Ownership Summary

Quest 10 Wealth Builders, Inc. reported PIMCO ENHANCED SHRT MATURTY ACTV ETF (MINT) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.08% in 2025 Q4. The latest visible filing shows MINT at 1.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MINT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Quest 10 Wealth Builders, Inc.'s position in PIMCO ENHANCED SHRT MATURTY ACTV ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MINT was reported at 1.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MINT stock page Quest 10 Wealth Builders, Inc. fund profile Quest 10 Wealth Builders, Inc. full holdings
How Quest 10 Wealth Builders, Inc. held MINT β€” position size vs. price
% of Fund (quarterly)    MINT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 12,096 +64 +0.5% 1.07% $1.2M 2026-05-06 $100.44
2025 Q4 ADDED β€” β€” β€” 12,032 +4,403 +57.7% 1.08% $1.2M 2026-01-29 $99.35
2025 Q3 ADDED β€” β€” β€” 7,629 +2,763 +56.8% 0.71% $768K 2025-10-20 $98.09
2025 Q1 ADDED β€” β€” β€” 4,866 +150 +3.2% 0.52% $490K 2025-05-01 $95.77
2024 Q4 INITIATED β€” β€” β€” 4,716 β€” β€” 0.47% $473K 2025-02-13 $95.03

🏒 Other funds also holding MINT

As of 2026 Q1 β€” sorted by position size

Price Capital Management, Inc. 3Y 7Y 85.63% Gainplan LLC 3Y 7Y 39.37% Phil A. Younker & Associates, Ltd. 13.14% Williams Financial, LLC 3Y 9.23% Mission Hills Financial Advisory, LLC 8.94% Koenig Investment Advisory, LLC 7.78% MJP ASSOCIATES INC /ADV 3Y 6.93% Providence First Trust Co 3Y 7Y 6.63% MAIMON WEALTH MANAGEMENT LTD. 6.16% PMG Wealth Management, Inc. 6.03%

FAQ About Quest 10 Wealth Builders, Inc. and MINT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Quest 10 Wealth Builders, Inc. reported owning MINT?

Quest 10 Wealth Builders, Inc. reported MINT across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MINT position in Quest 10 Wealth Builders, Inc.'s portfolio?

The largest reported portfolio weight for MINT was 1.08% in 2025 Q4.

What is the latest reported MINT position on this page?

The most recent filing on this page is 2026 Q1, when Quest 10 Wealth Builders, Inc. reported 12,096 shares, equal to 1.07% of portfolio, with an estimated market value of $1.2M.

What does the chart on this MINT ownership page compare?

The chart compares Quest 10 Wealth Builders, Inc.'s quarterly MINT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Quest 10 Wealth Builders, Inc. time their MINT position?

Based on 13F filing dates vs. subsequent MINT price moves, Quest 10 Wealth Builders, Inc. correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on MINT relative to SPY over the holding period was -10.9%.

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