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

Towerpoint Wealth’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	–	Sell	-2,449	Closed	-$242K	–	114
2026 Q2	$242K	Buy	2,449 +247	+11%	+$24.4K	0.08%	103
2026 Q1	$218K	Sell	2,202 -4	-0.2%	-$395	0.09%	88
2025 Q4	$217K	Sell	2,206 -24	-1%	-$2.37K	0.09%	91
2025 Q3	$220K	Sell	2,230 -290	-12%	-$28.6K	0.09%	83
2025 Q2	$249K	Buy	2,520 +232	+10%	+$22.9K	0.11%	82
2025 Q1	$226K	Buy	2,288 +171	+8%	+$16.9K	0.11%	76
2024 Q4	$208K	Sell	2,117 -207	-9%	-$20.4K	0.1%	80
2024 Q3	$230K	Buy	2,324 +96	+4%	+$9.47K	0.11%	76
2024 Q2	$220K	Buy	2,228 +128	+6%	+$12.6K	0.11%	75
2024 Q1	$207K	Buy	+2,100	New	+$206K	0.1%	79

Other funds holding EMNT

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Towerpoint Wealth's EMNT Position: Q3 2026 in Review

Towerpoint Wealth sold out of PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) in Q3 2026, closing a stake of 2,449 shares — an estimated $242K sold.

Towerpoint Wealth first reported a position in EMNT in Q1 2024 and held it in 10 quarters. The position peaked at $249K in Q2 2025. 32 funds tracked by Wall St. Rank hold EMNT as of Q3 2026.

Towerpoint Wealth reported no remaining PIMCO Enhanced Short Maturity Active ESG ETF position as of Q3 2026 after selling out during the quarter.
Towerpoint Wealth sold 2,449 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q3 2026, an estimated $242K.
Towerpoint Wealth first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q1 2024 and held it in 10 quarters.
Towerpoint Wealth's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $249K in Q2 2025.
32 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q3 2026.

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