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

Tradition 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
2026
Q2 		$201K Sell
2,029
-8
-0.4% -$790 0.01% 506
2026
Q1 		$201K Buy
+2,037
New +$201K 0.01% 477
2025
Q1 		– Sell
-6,671
Closed -$656K – 446
2024
Q4 		$656K Buy
6,671
+1,427
+27% +$141K 0.06% 211
2024
Q3 		$519K Buy
5,244
+72
+1% +$7.1K 0.05% 237
2024
Q2 		$510K Buy
5,172
+1,480
+40% +$146K 0.05% 230
2024
Q1 		$364K Buy
3,692
+1,583
+75% +$156K 0.04% 270
2023
Q4 		$207K Buy
2,109
+12
+0.6% +$1.18K 0.02% 320
2023
Q3 		$206K Buy
2,097
+21
+1% +$2.06K 0.02% 304
2023
Q2 		$203K Sell
2,076
-2,665
-56% -$260K 0.02% 305
2023
Q1 		$463K Buy
4,741
+143
+3% +$13.9K 0.06% 180
2022
Q4 		$446K Buy
4,598
+507
+12% +$49.6K 0.06% 169
2022
Q3 		$402K Buy
4,091
+37
+0.9% +$3.64K 0.06% 179
2022
Q2 		$399K Sell
4,054
-227
-5% -$22.4K 0.06% 179
2022
Q1 		$424K Buy
4,281
+520
+14% +$51.9K 0.05% 210
2021
Q4 		$377K Buy
3,761
+3,138
+504% +$315K 0.05% 215
2021
Q3 		$63K Buy
623
+134
+27% +$13.5K 0.01% 448
2021
Q2 		$49K Buy
+489
New +$49.2K 0.01% 531

Other funds holding EMNT

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIA
Milestone Investment Advisors Middleton, Wisconsin $463M AUM 17.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tradition Wealth Management's EMNT Position: Q2 2026 in Review

Tradition Wealth Management reduced its PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) stake by 0.39% in Q2 2026, selling an estimated $790 and leaving 2,029 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #506.

Tradition Wealth Management first reported a position in EMNT in Q2 2021 and has held it in 17 quarters since. The position peaked at $656K in Q4 2024. 86 funds tracked by Wall St. Rank hold EMNT as of Q2 2026.

  • Tradition Wealth Management held 2,029 shares of PIMCO Enhanced Short Maturity Active ESG ETF worth $201K as of Q2 2026.
  • Tradition Wealth Management sold 8 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q2 2026, an estimated $790.
  • PIMCO Enhanced Short Maturity Active ESG ETF made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #506 holding.
  • Tradition Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q2 2021 and has held it in 17 quarters since.
  • Tradition Wealth Management's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $656K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.