Fortis Capital Advisors’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Fortis Capital 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
2023 Q2	–	Sell	-317	Closed	-$31K	–	257
2023 Q1	$31K	Sell	317 -211	-40%	-$20.6K	0.02%	349
2022 Q4	$51.2K	Buy	+528	New	+$51.6K	0.03%	290

Other funds holding EMNT

AIMU

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

RJFSA

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DWM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

MIA

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

Fortis Capital Advisors's EMNT Position: Q2 2023 in Review

Fortis Capital Advisors sold out of PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) in Q2 2023, closing a stake of 317 shares — an estimated $31K sold.

Fortis Capital Advisors first reported a position in EMNT in Q4 2022 and held it in 2 quarters. The position peaked at $51.2K in Q4 2022. 61 funds tracked by Wall St. Rank hold EMNT as of Q2 2023.

Fortis Capital Advisors reported no remaining PIMCO Enhanced Short Maturity Active ESG ETF position as of Q2 2023 after selling out during the quarter.
Fortis Capital Advisors sold 317 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q2 2023, an estimated $31K.
Fortis Capital Advisors first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q4 2022 and held it in 2 quarters.
Fortis Capital Advisors's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $51.2K in Q4 2022.
61 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.