Kings Point Capital Management’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Kings Point Capital Management’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
2022 Q1	$341K	Hold	3,445	–	–	0.03%	161
2021 Q4	$345K	Buy	3,445 +950	+38%	+$95.4K	0.03%	176
2021 Q3	$251K	Buy	2,495 +1,700	+214%	+$171K	0.02%	188
2021 Q2	$80K	Hold	795	–	–	0.01%	297
2021 Q1	$80K	Buy	+795	New	+$80.1K	0.01%	288

Other funds holding EMNT

MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return

AIMU

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

DWM

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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FAFN

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

Kings Point Capital Management's EMNT Position: Q1 2022 in Review

Kings Point Capital Management held its PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) position steady in Q1 2022 at 3,445 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #161.

Kings Point Capital Management first reported a position in EMNT in Q1 2021 and has held it in 5 quarters since. The position peaked at $345K in Q4 2021. 53 funds tracked by Wall St. Rank hold EMNT as of Q1 2022.

Kings Point Capital Management held 3,445 shares of PIMCO Enhanced Short Maturity Active ESG ETF worth $341K as of Q1 2022.
Kings Point Capital Management left its PIMCO Enhanced Short Maturity Active ESG ETF share count unchanged in Q1 2022.
PIMCO Enhanced Short Maturity Active ESG ETF made up 0.03% of Kings Point Capital Management's portfolio in Q1 2022, its #161 holding.
Kings Point Capital Management first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q1 2021 and has held it in 5 quarters since.
Kings Point Capital Management's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $345K in Q4 2021.
53 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.