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

Phoenix Wealth 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
Q2 		$1.25M Sell
12,649
-1,115
-8% -$110K 0.42% 50
2026
Q1 		$1.36M Sell
13,764
-846
-6% -$83.6K 0.54% 42
2025
Q4 		$1.44M Sell
14,610
-1,611
-10% -$159K 0.55% 44
2025
Q3 		$1.6M Sell
16,221
-178
-1% -$17.6K 0.62% 43
2025
Q2 		$1.62M Buy
+16,399
New +$1.62M 0.68% 41

Other funds holding EMNT

Allianz
Allianz Munich, Germany $9.48B AUM 23.58% 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 $1.89T AUM 35.08% 1-Year Est. Return
MIA
Milestone Investment Advisors Middleton, Wisconsin $463M AUM 17.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return
Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Phoenix Wealth Advisors's EMNT Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) stake by 8.1% in Q2 2026, selling an estimated $110K and leaving 12,649 shares worth $1.25M. The position accounts for 0.42% of the portfolio, ranked #50.

Phoenix Wealth Advisors first reported a position in EMNT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.62M in Q2 2025. 86 funds tracked by Wall St. Rank hold EMNT as of Q2 2026.

  • Phoenix Wealth Advisors held 12,649 shares of PIMCO Enhanced Short Maturity Active ESG ETF worth $1.25M as of Q2 2026.
  • Phoenix Wealth Advisors sold 1,115 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q2 2026, an estimated $110K.
  • PIMCO Enhanced Short Maturity Active ESG ETF made up 0.42% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Phoenix Wealth Advisors first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q2 2025 and has held it in 5 quarters since.
  • Phoenix Wealth Advisors's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $1.62M in Q2 2025.
  • 86 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.