Sax Wealth Advisors
EMNT icon

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

Sax 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
Q3 		$389K Sell
3,942
-7,719
-66% -$763K 0.01% 507
2026
Q2 		$1.15M Buy
11,661
+183
+2% +$18.1K 0.05% 211
2026
Q1 		$1.13M Hold
11,478
– – 0.05% 179
2025
Q4 		$1.13M Buy
11,478
+34
+0.3% +$3.36K 0.05% 183
2025
Q3 		$1.13M Buy
11,444
+7,944
+227% +$784K 0.06% 171
2025
Q2 		$346K Hold
3,500
– – 0.02% 315
2025
Q1 		$346K Hold
3,500
– – 0.02% 269
2024
Q4 		$344K Hold
3,500
– – 0.03% 243
2024
Q3 		$346K Buy
3,500
+625
+22% +$61.7K 0.03% 206
2024
Q2 		$284K Hold
2,875
– – 0.03% 215
2024
Q1 		$284K Buy
+2,875
New +$283K 0.03% 151

Other funds holding EMNT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Sax Wealth Advisors's EMNT Position: Q3 2026 in Review

Sax Wealth Advisors reduced its PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) stake by 66% in Q3 2026, selling an estimated $763K and leaving 3,942 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #507.

Sax Wealth Advisors first reported a position in EMNT in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.15M in Q2 2026. 13 funds tracked by Wall St. Rank hold EMNT as of Q3 2026.

  • Sax Wealth Advisors held 3,942 shares of PIMCO Enhanced Short Maturity Active ESG ETF worth $389K as of Q3 2026.
  • Sax Wealth Advisors sold 7,719 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q3 2026, an estimated $763K.
  • PIMCO Enhanced Short Maturity Active ESG ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #507 holding.
  • Sax Wealth Advisors first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q1 2024 and has held it in 11 quarters since.
  • Sax Wealth Advisors's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $1.15M in Q2 2026.
  • 13 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.