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

Diversify 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
2026
Q3 		$457K Buy
+4,632
New +$458K 0.01% 947

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Robertson Stephens Wealth Management
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Cedar Cove Wealth Partners
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Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Mezzasalma Advisors
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Koenig Investment Advisory
Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management's EMNT Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) in Q3 2026: 4,632 shares worth $457K. The stake represents 0.01% of the portfolio and ranks #947 among its holdings.

19 funds tracked by Wall St. Rank hold EMNT as of Q3 2026.

  • Diversify Wealth Management held 4,632 shares of PIMCO Enhanced Short Maturity Active ESG ETF worth $457K as of Q3 2026.
  • PIMCO Enhanced Short Maturity Active ESG ETF was a new Diversify Wealth Management position in Q3 2026.
  • PIMCO Enhanced Short Maturity Active ESG ETF made up 0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #947 holding.
  • 19 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.