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WealthPlan Investment Management’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

WealthPlan Investment 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
Q3 		$202K Buy
+2,044
New +$202K 0.01% 499

Other funds holding EMNT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

WealthPlan Investment Management's EMNT Position: Q3 2026 in Review

WealthPlan Investment Management opened a new position in PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) in Q3 2026: 2,044 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #499 among its holdings.

13 funds tracked by Wall St. Rank hold EMNT as of Q3 2026.

  • WealthPlan Investment Management held 2,044 shares of PIMCO Enhanced Short Maturity Active ESG ETF worth $202K as of Q3 2026.
  • PIMCO Enhanced Short Maturity Active ESG ETF was a new WealthPlan Investment Management position in Q3 2026.
  • PIMCO Enhanced Short Maturity Active ESG ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q3 2026, its #499 holding.
  • 13 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.