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Lugano Financial Advisors SA (LFA)’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q2 		– Sell
-961
Closed -$94.9K – 249
2025
Q1 		$94.9K Sell
961
-27,678
-97% -$2.73M 0.06% 108
2024
Q4 		$2.82M Buy
28,639
+18,739
+189% +$1.85M 1.84% 19
2024
Q3 		$980K Hold
9,900
– – 0.67% 33
2024
Q2 		$977K Hold
9,900
– – 0.74% 30
2024
Q1 		$976K Hold
9,900
– – 0.71% 34
2023
Q4 		$969K Hold
9,900
– – 0.76% 35
2023
Q3 		$971K Hold
9,900
– – 0.83% 28
2023
Q2 		$969K Hold
9,900
– – 0.65% 33
2023
Q1 		$9.67K Sell
9,900
-3,450
-26% -$336K 0.01% 106
2022
Q4 		$1.29M Sell
13,350
-7,475
-36% -$731K 0.96% 26
2022
Q3 		$2.04M Sell
20,825
-470
-2% -$46.2K 1.61% 20
2022
Q2 		$2.1M Sell
21,295
-1,555
-7% -$154K 1.47% 24
2022
Q1 		$2.27M Buy
22,850
+7,115
+45% +$710K 1.51% 23
2021
Q4 		$1.58M Sell
15,735
-14,562
-48% -$1.46M 0.91% 32
2021
Q3 		$3.05M Hold
30,297
– – 2% 15
2021
Q2 		$3.05M Sell
30,297
-1,853
-6% -$187K 1.92% 16
2021
Q1 		$3.24M Sell
32,150
-1,424
-4% -$143K 2.26% 14
2020
Q4 		$3.38M Sell
33,574
-706
-2% -$71.2K 2.62% 13
2020
Q3 		$3.46M Buy
+34,280
New +$3.45M 3.21% 11

Other funds holding EMNT

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
UBS Group
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

Lugano Financial Advisors SA (LFA)'s EMNT Position: Q2 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) in Q2 2025, closing a stake of 961 shares — an estimated $94.9K sold.

Lugano Financial Advisors SA (LFA) first reported a position in EMNT in Q3 2020 and held it in 19 quarters. The position peaked at $3.46M in Q3 2020. 70 funds tracked by Wall St. Rank hold EMNT as of Q2 2025.

  • Lugano Financial Advisors SA (LFA) reported no remaining PIMCO Enhanced Short Maturity Active ESG ETF position as of Q2 2025 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 961 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q2 2025, an estimated $94.9K.
  • Lugano Financial Advisors SA (LFA) first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q3 2020 and held it in 19 quarters.
  • Lugano Financial Advisors SA (LFA)'s PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $3.46M in Q3 2020.
  • 70 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q2 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2025, filed 7 Aug 2025.