WEST MICHIGAN ADVISORS, LLC MINT — PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Ownership history in WEST MICHIGAN ADVISORS, LLC  ·  7 quarters on record

AI Ownership Summary

WEST MICHIGAN ADVISORS, LLC reported PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.14% in 2024 Q3. The latest visible filing shows MINT at 0.40% 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 WEST MICHIGAN ADVISORS, LLC's position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund, 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 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.14% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 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 WEST MICHIGAN ADVISORS, LLC fund profile WEST MICHIGAN ADVISORS, LLC full holdings
How WEST MICHIGAN ADVISORS, LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 18,189 -22,637 -55.4% 0.40% $1.8M 2026-05-05 $100.45
2025 Q4 ADDED — — — 40,826 +24,487 +149.9% 0.94% $4.1M 2026-01-28 $99.33
2025 Q3 REDUCED 37.5% +1.1% ❌ 16,339 -9,812 -37.5% 0.40% $1.6M 2025-11-13 $98.40
2025 Q2 ADDED — — — 26,151 +2,152 +9.0% 0.74% $2.6M 2025-07-31 $97.07
2025 Q1 REDUCED — — — 23,999 -1,171 -4.7% 0.80% $2.4M 2025-05-09 $95.92
2024 Q4 REDUCED 32.8% +1.1% ❌ 25,170 -12,304 -32.8% 0.77% $2.5M 2025-02-05 $94.97
2024 Q3 INITIATED — — — 37,474 — — 1.14% $3.8M 2024-10-23 $93.58

🏢 Other funds also holding MINT

As of 2026 Q1 — 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% PMG Wealth Management, Inc. 6.03% RETIREMENT INCOME SOLUTIONS, INC 3Y 7Y 5.97%

FAQ About WEST MICHIGAN ADVISORS, LLC and MINT

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

How long has WEST MICHIGAN ADVISORS, LLC reported owning MINT?

WEST MICHIGAN ADVISORS, LLC reported MINT across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported MINT position in WEST MICHIGAN ADVISORS, LLC's portfolio?

The largest reported portfolio weight for MINT was 1.14% in 2024 Q3.

What is the latest reported MINT position on this page?

The most recent filing on this page is 2026 Q1, when WEST MICHIGAN ADVISORS, LLC reported 18,189 shares, equal to 0.40% of portfolio, with an estimated market value of $1.8M.

What does the chart on this MINT ownership page compare?

The chart compares WEST MICHIGAN ADVISORS, LLC'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 WEST MICHIGAN ADVISORS, LLC time their MINT position?

Based on 13F filing dates vs. subsequent MINT price moves, WEST MICHIGAN ADVISORS, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on MINT relative to SPY over the holding period was -10.4%.

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