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Tyler-Stone Wealth Management’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-400
Closed -$39.5K – 484
2024
Q2 		$39.5K Hold
400
– – 0.02% 409
2024
Q1 		$39.4K Buy
+400
New +$39.3K 0.02% 404

Other funds holding EMNT

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MIA
Milestone Investment Advisors Middleton, Wisconsin $414M AUM 12.76% 1-Year Est. Return

Tyler-Stone Wealth Management's EMNT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) in Q3 2024, closing a stake of 400 shares — an estimated $39.5K sold.

Tyler-Stone Wealth Management first reported a position in EMNT in Q1 2024 and held it in 2 quarters. The position peaked at $39.5K in Q2 2024. 61 funds tracked by Wall St. Rank hold EMNT as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining PIMCO Enhanced Short Maturity Active ESG ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 400 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q3 2024, an estimated $39.5K.
  • Tyler-Stone Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q1 2024 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $39.5K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.