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 Q2	$225K	Sell	2,269 -14	-0.6%	-$1.38K	0.01%	756
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

Allianz Munich, Germany $9.48B AUM 23.58% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

VWA

VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return

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

LWP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Essex Financial Services's EMNT Position: Q2 2026 in Review

Essex Financial Services reduced its PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) stake by 0.61% in Q2 2026, selling an estimated $1.38K and leaving 2,269 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #756.

Essex Financial Services first reported a position in EMNT in Q1 2023 and has held it in 5 quarters since. The position peaked at $226K in Q1 2026. 86 funds tracked by Wall St. Rank hold EMNT as of Q2 2026.

Essex Financial Services held 2,269 shares of PIMCO Enhanced Short Maturity Active ESG ETF worth $225K as of Q2 2026.
Essex Financial Services sold 14 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q2 2026, an estimated $1.38K.
PIMCO Enhanced Short Maturity Active ESG ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #756 holding.
Essex Financial Services first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q1 2023 and has held it in 5 quarters since.
Essex Financial Services's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $226K in Q1 2026.
86 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.