MINT — PIMCO ETF TR

Ownership history in Simplicity Wealth,LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,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
0.05% (2025 Q1)
Avg. % of fund
0.02%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,745 -1,087 -22.5% 0.02% $377K $98.54
2025 Q2 REDUCED 4,832 -1,750 -26.6% 0.02% $486K $97.28
2025 Q1 ADDED 6,582 +4,093 +164.4% 0.05% $662K $96.20
2024 Q2 INITIATED 2,489 — — 0.01% $250K —
% 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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