Prime Capital Investment Advisors’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Prime Capital Investment 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
2024 Q1	–	Sell	-4,215	Closed	-$413K	–	1025
2023 Q4	$413K	Sell	4,215 -2,995	-42%	-$294K	0.01%	628
2023 Q3	$707K	Sell	7,210 -44	-0.6%	-$4.31K	0.01%	400
2023 Q2	$710K	Sell	7,254 -3,889	-35%	-$380K	0.01%	408
2023 Q1	$1.09M	Buy	+11,143	New	+$1.09M	0.04%	235

Other funds holding EMNT

AIMU

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

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

DWM

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

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

Prime Capital Investment Advisors's EMNT Position: Q1 2024 in Review

Prime Capital Investment Advisors sold out of PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) in Q1 2024, closing a stake of 4,215 shares — an estimated $413K sold.

Prime Capital Investment Advisors first reported a position in EMNT in Q1 2023 and held it in 4 quarters. The position peaked at $1.09M in Q1 2023. 58 funds tracked by Wall St. Rank hold EMNT as of Q1 2024.

Prime Capital Investment Advisors reported no remaining PIMCO Enhanced Short Maturity Active ESG ETF position as of Q1 2024 after selling out during the quarter.
Prime Capital Investment Advisors sold 4,215 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q1 2024, an estimated $413K.
Prime Capital Investment Advisors first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q1 2023 and held it in 4 quarters.
Prime Capital Investment Advisors's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $1.09M in Q1 2023.
58 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q1 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.