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Laurel Wealth Planning’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Laurel Wealth Planning’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
Q1 		$4.43M Buy
44,744
+436
+1% +$43.1K 2.33% 18
2025
Q4 		$4.37M Buy
44,308
+2,629
+6% +$259K 2.42% 18
2025
Q3 		$4.12M Buy
41,679
+3,819
+10% +$377K 2.18% 19
2025
Q2 		$3.74M Sell
37,860
-4,580
-11% -$451K 2.13% 19
2025
Q1 		$4.19M Buy
42,440
+556
+1% +$54.9K 2.79% 16
2024
Q4 		$4.12M Sell
41,884
-774
-2% -$76.4K 2.66% 17
2024
Q3 		$4.22M Buy
42,658
+1,565
+4% +$154K 2.76% 15
2024
Q2 		$4.05M Buy
41,093
+1,036
+3% +$102K 2.82% 14
2024
Q1 		$3.95M Buy
40,057
+3,901
+11% +$384K 2.62% 15
2023
Q4 		$3.54M Buy
36,156
+978
+3% +$95.9K 2.51% 15
2023
Q3 		$3.45M Sell
35,178
-2,231
-6% -$218K 2.69% 15
2023
Q2 		$3.66M Sell
37,409
-1,179
-3% -$115K 2.62% 16
2023
Q1 		$3.77M Buy
38,588
+4,499
+13% +$438K 2.5% 12
2022
Q4 		$3.3M Buy
34,089
+11,229
+49% +$1.1M 2.13% 19
2022
Q3 		$2.25M Buy
22,860
+6,024
+36% +$593K 1.65% 23
2022
Q2 		$1.66M Sell
16,836
-1,747
-9% -$173K 1.17% 28
2022
Q1 		$1.84M Sell
18,583
-8,912
-32% -$889K 1.24% 30
2021
Q4 		$2.75M Buy
27,495
+20,482
+292% +$2.06M 2.09% 19
2021
Q3 		$706K Buy
+7,013
New +$706K 0.57% 35

Other funds holding EMNT

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIA
Milestone Investment Advisors Middleton, Wisconsin $414M AUM 12.76% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laurel Wealth Planning's EMNT Position: Q1 2026 in Review

Laurel Wealth Planning increased its PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) stake by 0.98% in Q1 2026, buying an estimated $43.1K and bringing the position to 44,744 shares worth $4.43M. The position accounts for 2.33% of the portfolio, ranked #18.

Laurel Wealth Planning first reported a position in EMNT in Q3 2021 and has held it in 19 quarters since. 74 funds tracked by Wall St. Rank hold EMNT as of Q1 2026.

  • Laurel Wealth Planning held 44,744 shares of PIMCO Enhanced Short Maturity Active ESG ETF worth $4.43M as of Q1 2026.
  • Laurel Wealth Planning bought 436 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q1 2026, an estimated $43.1K.
  • PIMCO Enhanced Short Maturity Active ESG ETF made up 2.33% of Laurel Wealth Planning's portfolio in Q1 2026, its #18 holding.
  • Laurel Wealth Planning first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q3 2021 and has held it in 19 quarters since.
  • 74 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.