Clear Perspectives Financial Planning’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Clear Perspectives Financial Planning’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
2022 Q3	–	Sell	-200	Closed	-$20K	–	213
2022 Q2	$20K	Sell	200 -50	-20%	-$4.94K	0.01%	127
2022 Q1	$25K	Hold	250	–	–	0.01%	128
2021 Q4	$25K	Hold	250	–	–	0.01%	136
2021 Q3	$25K	Sell	250 -50	-17%	-$5.03K	0.01%	128
2021 Q2	$30K	Hold	300	–	–	0.01%	121
2021 Q1	$30K	Hold	300	–	–	0.02%	110
2020 Q4	$30K	Buy	+300	New	+$30.2K	0.02%	103

Other funds holding EMNT

MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

AIMU

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

AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return

DWM

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

MWM

Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Clear Perspectives Financial Planning's EMNT Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) in Q3 2022, closing a stake of 200 shares — an estimated $20K sold.

Clear Perspectives Financial Planning first reported a position in EMNT in Q4 2020 and held it in 7 quarters. The position peaked at $30K in Q2 2021. 59 funds tracked by Wall St. Rank hold EMNT as of Q3 2022.

Clear Perspectives Financial Planning reported no remaining PIMCO Enhanced Short Maturity Active ESG ETF position as of Q3 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 200 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q3 2022, an estimated $20K.
Clear Perspectives Financial Planning first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q4 2020 and held it in 7 quarters.
Clear Perspectives Financial Planning's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $30K in Q2 2021.
59 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.