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PIMCO Enhanced Short Maturity Active ESG ETF
EMNT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Allianz
1
Allianz
Germany
USD 24.6 M – – –
PFG Investments
2
PFG Investments
New York
USD 21 M +USD 991 k +10,028 +5%
Morgan Stanley
3
Morgan Stanley
New York
USD 11.6 M -USD 511 k -5,175 -4%
MIA
4
Milestone Investment Advisors
Wisconsin
USD 9.6 M -USD 18.2 k -184 -0.2%
LPL Financial
5
LPL Financial
California
USD 6.31 M +USD 871 k +8,811 +16%
WWA
6
WCG Wealth Advisors
Nevada
USD 5.31 M -USD 2.72 M -27,518 -34%
VWA
7
VSM Wealth Advisory
Maryland
USD 5.09 M +USD 4.99 M +50,493 Nuevas
Destination Wealth Management
8
Destination Wealth Management
California
USD 5 M +USD 232 k +2,353 +5%
LWP
9
Laurel Wealth Planning
Minnesota
USD 4.43 M +USD 1.38 k +14 +0%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
USD 4.34 M +USD 86.3 k +873 +2%
UBS Group
11
UBS Group
Switzerland
USD 3.98 M +USD 53.9 k +545 +1%
SA
12
Stewardship Advisors
Pennsylvania
USD 3.73 M -USD 1.43 M -14,447 -28%
Cerity Partners
13
Cerity Partners
New York
USD 3.44 M -USD 58.1 k -588 -2%
Citadel Advisors
14
Citadel Advisors
Florida
USD 2.6 M +USD 84 k +850 +3%
CPA
15
Clear Point Advisors
New York
USD 2.57 M +USD 2.52 M +25,520 Nuevas
Bank of America
16
Bank of America
North Carolina
USD 2.43 M -USD 1.21 M -12,219 -33%
Jane Street
17
Jane Street
New York
USD 2.16 M +USD 2.16 M +21,821 Nuevas
Osaic Holdings
18
Osaic Holdings
Arizona
USD 1.98 M +USD 1.27 M +12,900 +182%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 1.72 M +USD 424 k +4,293 +33%
Walkner Condon Financial Advisors
20
Walkner Condon Financial Advisors
Wisconsin
USD 1.66 M +USD 8.79 k +89 +0.5%
Goldman Sachs
21
Goldman Sachs
New York
USD 1.37 M +USD 1.37 M +13,831 Nuevas
Robertson Stephens Wealth Management
22
Robertson Stephens Wealth Management
California
USD 1.32 M -USD 167 k -1,689 -11%
PWA
23
Phoenix Wealth Advisors
North Carolina
USD 1.25 M -USD 110 k -1,115 -8%
EP Wealth Advisors
24
EP Wealth Advisors
California
USD 1.24 M +USD 816 k +8,260 +194%
Sax Wealth Advisors
25
Sax Wealth Advisors
New Jersey
USD 1.15 M +USD 18.1 k +183 +2%
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