Spire Wealth Management’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Spire Wealth Management’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
2023 Q4	–	Sell	-447	Closed	-$43.9K	–	2397
2023 Q3	$43.9K	Hold	447	–	–	﹤0.01%	1211
2023 Q2	$43.8K	Hold	447	–	–	﹤0.01%	1251
2023 Q1	$43.7K	Hold	447	–	–	﹤0.01%	1256
2022 Q4	$43K	Hold	447	–	–	﹤0.01%	1035
2022 Q3	$44K	Hold	447	–	–	﹤0.01%	994
2022 Q2	$44K	Hold	447	–	–	﹤0.01%	1343
2022 Q1	$44K	Hold	447	–	–	﹤0.01%	1495
2021 Q4	$45K	Hold	447	–	–	﹤0.01%	1784
2021 Q3	$45K	Buy	+447	New	+$45K	﹤0.01%	1512

Other funds holding EMNT

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 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

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

MIA

Milestone Investment Advisors Middleton, Wisconsin $414M AUM 12.76% 1-Year Est. Return

Spire Wealth Management's EMNT Position: Q4 2023 in Review

Spire Wealth Management sold out of PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) in Q4 2023, closing a stake of 447 shares — an estimated $43.9K sold.

Spire Wealth Management first reported a position in EMNT in Q3 2021 and held it in 9 quarters. The position peaked at $45K in Q4 2021. 59 funds tracked by Wall St. Rank hold EMNT as of Q4 2023.

Spire Wealth Management reported no remaining PIMCO Enhanced Short Maturity Active ESG ETF position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 447 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q4 2023, an estimated $43.9K.
Spire Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q3 2021 and held it in 9 quarters.
Spire Wealth Management's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $45K in Q4 2021.
59 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.