Carson Wealth (CWM LLC)
EMNT icon

Carson Wealth (CWM LLC)’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$380K Sell
3,844
-14,939
-80% -$1.48M ﹤0.01% 2224
2025
Q4 		$1.85M Buy
18,783
+2,700
+17% +$266K 0.01% 1183
2025
Q3 		$1.59M Buy
16,083
+2,103
+15% +$207K ﹤0.01% 1189
2025
Q2 		$1.38M Buy
13,980
+11,631
+495% +$1.15M ﹤0.01% 1103
2025
Q1 		$232K Sell
2,349
-8
-0.3% -$789 ﹤0.01% 1825
2024
Q4 		$232K Buy
2,357
+62
+3% +$6.12K ﹤0.01% 1733
2024
Q3 		$227K Buy
2,295
+1,288
+128% +$127K ﹤0.01% 1691
2024
Q2 		$99K Sell
1,007
-643
-39% -$63.3K ﹤0.01% 1982
2024
Q1 		$163K Sell
1,650
-1,485
-47% -$146K ﹤0.01% 1608
2023
Q4 		$307K Buy
3,135
+335
+12% +$32.8K ﹤0.01% 1238
2023
Q3 		$275K Buy
+2,800
New +$274K ﹤0.01% 1185
2022
Q1 		– Sell
-215
Closed -$22K – 3606
2021
Q4 		$22K Buy
+215
New +$21.6K ﹤0.01% 1939

Other funds holding EMNT

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIA
Milestone Investment Advisors Middleton, Wisconsin $463M AUM 17.71% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EMNT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) stake by 80% in Q1 2026, selling an estimated $1.48M and leaving 3,844 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Carson Wealth (CWM LLC) first reported a position in EMNT in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.85M in Q4 2025. 74 funds tracked by Wall St. Rank hold EMNT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,844 shares of PIMCO Enhanced Short Maturity Active ESG ETF worth $380K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 14,939 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q1 2026, an estimated $1.48M.
  • PIMCO Enhanced Short Maturity Active ESG ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2224 holding.
  • Carson Wealth (CWM LLC) first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q4 2021 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $1.85M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.