Sargent Bickham Lagudis’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$50.5K	Hold	521	–	–	﹤0.01%	439
2022 Q3	$51K	Hold	521	–	–	﹤0.01%	407
2022 Q2	$51K	Hold	521	–	–	﹤0.01%	415
2022 Q1	$52K	Hold	521	–	–	﹤0.01%	441
2021 Q4	$52K	Hold	521	–	–	﹤0.01%	440
2021 Q3	$52K	Hold	521	–	–	﹤0.01%	437
2021 Q2	$52K	Hold	521	–	–	﹤0.01%	444
2021 Q1	$52K	Hold	521	–	–	﹤0.01%	430
2020 Q4	$52K	Hold	521	–	–	﹤0.01%	419
2020 Q3	$53K	Hold	521	–	–	0.01%	376
2020 Q2	$52K	Hold	521	–	–	0.01%	346
2020 Q1	$52K	Buy	+521	New	+$52.1K	0.01%	334

Other funds holding EMNT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

AIMU

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return

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

MWM

Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return

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

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

Sargent Bickham Lagudis's EMNT Position: Q4 2022 in Review

Sargent Bickham Lagudis held its PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) position steady in Q4 2022 at 521 shares worth $50.5K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Sargent Bickham Lagudis first reported a position in EMNT in Q1 2020 and has held it in 12 quarters since. The position peaked at $53K in Q3 2020. 65 funds tracked by Wall St. Rank hold EMNT as of Q4 2022.

Sargent Bickham Lagudis held 521 shares of PIMCO Enhanced Short Maturity Active ESG ETF worth $50.5K as of Q4 2022.
Sargent Bickham Lagudis left its PIMCO Enhanced Short Maturity Active ESG ETF share count unchanged in Q4 2022.
PIMCO Enhanced Short Maturity Active ESG ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #439 holding.
Sargent Bickham Lagudis first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q1 2020 and has held it in 12 quarters since.
Sargent Bickham Lagudis's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $53K in Q3 2020.
65 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.