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Pimco Etf Tr enhancd short shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Pimco Etf Tr enhancd short (EMNT) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Pimco Etf Tr enhancd short

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr enhancd short held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Etf Tr enhancd short by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $344k 3.5k 98.41
2024-09-30 $346k 3.5k 98.97
2024-06-30 $284k 2.9k 98.69
2024-03-31 $284k 2.9k 98.61

More positions owned by Sax Wealth Advisors

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Sax Wealth Advisors

Top funds holding Pimco Etf Tr enhancd short

Allianz Investment Management U.S
Morgan Stanley
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
PFG Investments
YCMNET Advisors
Laurel Wealth Planning
Clarity Asset Management
Stewardship Advisors
LPL Financial
Milestone Investment Advisors
UBS Group
HPM Partners
LFA - Lugano Financial Advisors SA
Robertson Stephens Wealth Management

View all funds holding Pimco Etf Tr enhancd short