EFS
EMNT icon

Essex Financial Services’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Essex Financial Services’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
Q1 		$226K Buy
2,283
+21
+0.9% +$2.07K 0.01% 712
2025
Q4 		$223K Buy
+2,262
New +$223K 0.01% 716
2023
Q3 		– Sell
-2,066
Closed -$202K – 477
2023
Q2 		$202K Buy
2,066
+10
+0.5% +$977 0.02% 452
2023
Q1 		$201K Buy
+2,056
New +$200K 0.02% 465

Other funds holding EMNT

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIA
Milestone Investment Advisors Middleton, Wisconsin $414M AUM 12.76% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
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
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Essex Financial Services's EMNT Position: Q1 2026 in Review

Essex Financial Services increased its PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) stake by 0.93% in Q1 2026, buying an estimated $2.07K and bringing the position to 2,283 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #712.

Essex Financial Services first reported a position in EMNT in Q1 2023 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold EMNT as of Q1 2026.

  • Essex Financial Services held 2,283 shares of PIMCO Enhanced Short Maturity Active ESG ETF worth $226K as of Q1 2026.
  • Essex Financial Services bought 21 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q1 2026, an estimated $2.07K.
  • PIMCO Enhanced Short Maturity Active ESG ETF made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #712 holding.
  • Essex Financial Services first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q1 2023 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.