BDO Wealth Advisors’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

BDO Wealth Advisors’s Portfolio EMNT Stock Details EMNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$28.5K	Buy	291 +3	+1%	+$293	﹤0.01%	524
2023 Q1	$28.1K	Buy	288 +5	+2%	+$487	﹤0.01%	528
2022 Q4	$27.4K	Buy	283 +2	+0.7%	+$195	﹤0.01%	514
2022 Q3	$28K	Buy	281 +1	+0.4%	+$98	﹤0.01%	505
2022 Q2	$28K	Buy	280 +1	+0.4%	+$99	﹤0.01%	503
2022 Q1	$28K	Buy	279 +1	+0.4%	+$100	﹤0.01%	538
2021 Q4	$28K	Hold	278	–	–	﹤0.01%	557
2021 Q3	$28K	Buy	278 +1	+0.4%	+$101	﹤0.01%	543
2021 Q2	$28K	Hold	277	–	–	﹤0.01%	554
2021 Q1	$28K	Buy	277 +1	+0.4%	+$101	﹤0.01%	550
2020 Q4	$28K	Buy	276 +1	+0.4%	+$101	﹤0.01%	418
2020 Q3	$28K	Buy	275 +225	+450%	+$22.7K	﹤0.01%	388
2020 Q2	$5K	Buy	+50	New	+$5K	﹤0.01%	561

Other funds holding EMNT

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

MIA

Milestone Investment Advisors Middleton, Wisconsin $414M AUM 12.76% 1-Year Est. Return

BDO Wealth Advisors's EMNT Position: Q2 2023 in Review

BDO Wealth Advisors increased its PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) stake by 1% in Q2 2023, buying an estimated $293 and bringing the position to 291 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

BDO Wealth Advisors first reported a position in EMNT in Q2 2020 and has held it in 13 quarters since. 61 funds tracked by Wall St. Rank hold EMNT as of Q2 2023.

BDO Wealth Advisors held 291 shares of PIMCO Enhanced Short Maturity Active ESG ETF worth $28.5K as of Q2 2023.
BDO Wealth Advisors bought 3 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q2 2023, an estimated $293.
PIMCO Enhanced Short Maturity Active ESG ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #524 holding.
BDO Wealth Advisors first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q2 2020 and has held it in 13 quarters since.
61 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.