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

IFP 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 Q4	–	Sell	-352	Closed	-$34.5K	–	3127
2023 Q3	$34.5K	Buy	352 +62	+21%	+$6.07K	﹤0.01%	1710
2023 Q2	$28.4K	Hold	290	–	–	﹤0.01%	1851
2023 Q1	$29K	Sell	290 -6	-2%	-$585	﹤0.01%	1847
2022 Q4	$29K	Hold	296	–	–	﹤0.01%	2617
2022 Q3	$29K	Hold	296	–	–	﹤0.01%	2789
2022 Q2	$29K	Hold	296	–	–	﹤0.01%	2545
2022 Q1	$29K	Buy	296 +267	+921%	+$26.6K	﹤0.01%	2545
2021 Q4	$3K	Hold	29	–	–	﹤0.01%	2655
2021 Q3	$3K	Hold	29	–	–	﹤0.01%	2712
2021 Q2	$3K	Hold	29	–	–	﹤0.01%	2621
2021 Q1	$3K	Buy	+29	New	+$2.92K	﹤0.01%	2549

Other funds holding EMNT

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

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

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

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

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

DWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

IFP Advisors's EMNT Position: Q4 2023 in Review

IFP Advisors sold out of PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) in Q4 2023, closing a stake of 352 shares — an estimated $34.5K sold.

IFP Advisors first reported a position in EMNT in Q1 2021 and held it in 11 quarters. The position peaked at $34.5K in Q3 2023. 59 funds tracked by Wall St. Rank hold EMNT as of Q4 2023.

IFP Advisors reported no remaining PIMCO Enhanced Short Maturity Active ESG ETF position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 352 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q4 2023, an estimated $34.5K.
IFP Advisors first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q1 2021 and held it in 11 quarters.
IFP Advisors's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $34.5K in Q3 2023.
59 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.