Kingswood Wealth Advisors »

PIMCO Enhanced Short Mat Str Fund ETF shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of PIMCO Enhanced Short Mat Str Fund ETF (MINT) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in PIMCO Enhanced Short Mat Str Fund ETF

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Enhanced Short Mat Str Fund ETF held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in PIMCO Enhanced Short Mat Str Fund ETF by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.0M 20k 100.34
2024-09-30 $2.2M 22k 100.69
2024-06-30 $255k 2.5k 100.65

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Spdr S&p 500 Etf Iv Exchange Traded Fund (SPY)
Microsoft Corp Common Stock (MSFT)
Invsc Qqq Trust Srs 1 Etf Exchange Traded Fund (QQQ)
Amazon.com Common Stock (AMZN)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Schwab Us Large Cap Growth Etf Exchange Traded Fund (SCHG)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Etf Exchange Traded Fund (BITX)
Ishares Core S&p 500 Etf Iv Exchange Traded Fund (IVV)
Meta Platforms Common Stock (META)
First Trust Preferred Sec Income Etf Exchange Traded Fund (FPE)
Broadcom Common Stock (AVGO)

View all positions for Kingswood Wealth Advisors

Top funds holding PIMCO Enhanced Short Mat Str Fund ETF

Jpmorgan Chase & Co
Assetmark
Wells Fargo & Company
HB Wealth Management
Allianz Asset Management
LPL Financial
UBS Group
CWM
Bank of America Corporation
State of Tennessee, Treasury Department
Cambridge Investment Research Advisors
Renaissance Technologies
Envestnet Asset Management
Keybank National Association
Johnson Financial

View all funds holding PIMCO Enhanced Short Mat Str Fund ETF