Edmonds Duncan Registered Investment Advisors’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Edmonds Duncan Registered Investment Advisors’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
2024 Q3	$333K	Hold	3,368	–	–	0.07%	88
2024 Q2	$332K	Buy	3,368 +4	+0.1%	+$394	0.08%	92
2024 Q1	$332K	Hold	3,364	–	–	0.08%	98
2023 Q4	$329K	Hold	3,364	–	–	0.09%	93
2023 Q3	$330K	Hold	3,364	–	–	0.09%	94
2023 Q2	$329K	Buy	3,364 +130	+4%	+$12.7K	0.1%	91
2023 Q1	$316K	Sell	3,234 -17	-0.5%	-$1.66K	0.1%	94
2022 Q4	$315K	Hold	3,251	–	–	0.1%	91
2022 Q3	$319K	Hold	3,251	–	–	0.11%	86
2022 Q2	$320K	Buy	+3,251	New	+$321K	0.11%	84

Other funds holding EMNT

AIMU

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

DWM

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

LWP

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

CAM

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MIA

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

Edmonds Duncan Registered Investment Advisors's EMNT Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors held its PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) position steady in Q3 2024 at 3,368 shares worth $333K. The position accounts for 0.07% of the portfolio, ranked #88.

Edmonds Duncan Registered Investment Advisors first reported a position in EMNT in Q2 2022 and has held it in 10 quarters since. 61 funds tracked by Wall St. Rank hold EMNT as of Q3 2024.

Edmonds Duncan Registered Investment Advisors held 3,368 shares of PIMCO Enhanced Short Maturity Active ESG ETF worth $333K as of Q3 2024.
Edmonds Duncan Registered Investment Advisors left its PIMCO Enhanced Short Maturity Active ESG ETF share count unchanged in Q3 2024.
PIMCO Enhanced Short Maturity Active ESG ETF made up 0.07% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #88 holding.
Edmonds Duncan Registered Investment Advisors first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q2 2022 and has held it in 10 quarters since.
61 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.