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

Mezzasalma 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
2026 Q1	$563K	Sell	5,694 -101	-2%	-$9.98K	0.14%	87
2025 Q4	$572K	Buy	5,795 +2,365	+69%	+$233K	0.14%	90
2025 Q3	$339K	Buy	3,430 +41	+1%	+$4.04K	0.09%	120
2025 Q2	$335K	Buy	3,389 +2	+0.1%	+$197	0.1%	111
2025 Q1	$334K	Sell	3,387 -193	-5%	-$19K	0.12%	110
2024 Q4	$352K	Hold	3,580	–	–	0.11%	102
2024 Q3	$354K	Buy	3,580 +185	+5%	+$18.3K	0.14%	58
2024 Q2	$335K	Buy	+3,395	New	+$334K	0.14%	56

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

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

Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 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

Wealth Enhancement Advisory Services

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