RETIREMENT INCOME SOLUTIONS, INC MINT Pimco Enhanced Active ETF

Ownership history in RETIREMENT INCOME SOLUTIONS, INC  ·  10 quarters on record

AI Ownership Summary

RETIREMENT INCOME SOLUTIONS, INC reported Pimco Enhanced Active ETF (MINT) in 10 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 7.62% in 2025 Q2. The latest visible filing shows MINT at 5.97% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MINT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RETIREMENT INCOME SOLUTIONS, INC's position in Pimco Enhanced Active 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 5.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.62% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 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.

How RETIREMENT INCOME SOLUTIONS, INC held MINT — position size vs. price
% of Fund (quarterly)    MINT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 347,406 +19,609 +6.0% 5.97% $34.9M 2026-05-04 $100.11
2025 Q4 REDUCED 21.2% +0.9% 327,797 -88,136 -21.2% 5.58% $32.9M 2026-01-27 $99.00
2025 Q3 ADDED 415,933 +2,601 +0.6% 7.16% $41.9M 2025-10-14 $97.69
2025 Q2 ADDED 413,332 +393,985 +2036.4% 7.62% $41.6M 2025-07-15 $96.53
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About RETIREMENT INCOME SOLUTIONS, 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 RETIREMENT INCOME SOLUTIONS, INC reported owning MINT?

RETIREMENT INCOME SOLUTIONS, INC reported MINT across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported MINT position in RETIREMENT INCOME SOLUTIONS, INC's portfolio?

The largest reported portfolio weight for MINT was 7.62% in 2025 Q2.

What is the latest reported MINT position on this page?

The most recent filing on this page is 2026 Q1, when RETIREMENT INCOME SOLUTIONS, INC reported 347,406 shares, equal to 5.97% of portfolio, with an estimated market value of $34.9M.

What does the chart on this MINT ownership page compare?

The chart compares RETIREMENT INCOME SOLUTIONS, 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 RETIREMENT INCOME SOLUTIONS, INC time their MINT position?

Based on 13F filing dates vs. subsequent MINT price moves, RETIREMENT INCOME SOLUTIONS, INC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on MINT relative to SPY over the holding period was -20.2%.

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