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 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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

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

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

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return