Capital Advantage’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Capital Advantage’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
2026 Q3	$902K	Buy	9,147 +399	+5%	+$39.4K	0.11%	77
2026 Q2	$866K	Sell	8,748 -10	-0.1%	-$988	0.11%	78
2026 Q1	$866K	Buy	8,758 +190	+2%	+$18.8K	0.11%	75
2025 Q4	$845K	Buy	8,568 +1,491	+21%	+$147K	0.11%	75
2025 Q3	$700K	Buy	7,077 +314	+5%	+$31K	0.11%	77
2025 Q2	$668K	Buy	6,763 +1,179	+21%	+$116K	0.11%	77
2025 Q1	$550K	Hold	5,584	–	–	0.1%	83
2024 Q4	$550K	Buy	+5,584	New	+$551K	0.1%	83
2021 Q2	–	Sell	-4,323	Closed	-$435K	–	68
2021 Q1	$435K	Buy	4,323 +10	+0.2%	+$1.01K	0.12%	69
2020 Q4	$435K	Buy	4,313 +9	+0.2%	+$907	0.13%	64
2020 Q3	$434K	Buy	+4,304	New	+$434K	0.14%	61

Other funds holding EMNT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KIA

Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Capital Advantage's EMNT Position: Q3 2026 in Review

Capital Advantage increased its PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) stake by 4.6% in Q3 2026, buying an estimated $39.4K and bringing the position to 9,147 shares worth $902K. The position accounts for 0.11% of the portfolio, ranked #77.

Capital Advantage first reported a position in EMNT in Q3 2020 and has held it in 11 quarters since. 13 funds tracked by Wall St. Rank hold EMNT as of Q3 2026.

Capital Advantage held 9,147 shares of PIMCO Enhanced Short Maturity Active ESG ETF worth $902K as of Q3 2026.
Capital Advantage bought 399 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q3 2026, an estimated $39.4K.
PIMCO Enhanced Short Maturity Active ESG ETF made up 0.11% of Capital Advantage's portfolio in Q3 2026, its #77 holding.
Capital Advantage first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q3 2020 and has held it in 11 quarters since.
13 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.