Congress Wealth Management’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Congress Wealth Management’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
2025 Q2	$262K	Buy	2,648 +6	+0.2%	+$591	﹤0.01%	1101
2025 Q1	$261K	Sell	2,642 -4	-0.2%	-$395	﹤0.01%	969
2024 Q4	$260K	Sell	2,646 -441	-14%	-$43.5K	﹤0.01%	797
2024 Q3	$306K	Buy	3,087 +256	+9%	+$25.3K	﹤0.01%	725
2024 Q2	$279K	Buy	+2,831	New	+$279K	﹤0.01%	633
2023 Q4	–	Sell	-2,861	Closed	-$281K	–	621
2023 Q3	$281K	Buy	+2,861	New	+$280K	0.01%	532

Other funds holding EMNT

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

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Clarity Asset Management Ames, Iowa $198M AUM 15.52% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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