Global Retirement Partners’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Global Retirement Partners’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
2025 Q4	$386K	Hold	3,919	–	–	0.01%	1096
2025 Q3	$387K	Hold	3,919	–	–	0.01%	868
2025 Q2	$387K	Buy	+3,919	New	+$386K	0.01%	819
2024 Q4	$386K	Buy	+3,919	New	+$387K	0.01%	721

Other funds holding EMNT

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

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

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

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Clarity Asset Management Ames, Iowa $198M AUM 15.52% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return