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

AIMU

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

Congress Wealth Management's EMNT Position: Q2 2025 in Review

Congress Wealth Management increased its PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) stake by 0.23% in Q2 2025, buying an estimated $591 and bringing the position to 2,648 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Congress Wealth Management first reported a position in EMNT in Q3 2023 and has held it in 6 quarters since. The position peaked at $306K in Q3 2024. 71 funds tracked by Wall St. Rank hold EMNT as of Q2 2025.

Congress Wealth Management held 2,648 shares of PIMCO Enhanced Short Maturity Active ESG ETF worth $262K as of Q2 2025.
Congress Wealth Management bought 6 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q2 2025, an estimated $591.
PIMCO Enhanced Short Maturity Active ESG ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1101 holding.
Congress Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q3 2023 and has held it in 6 quarters since.
Congress Wealth Management's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $306K in Q3 2024.
71 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.