EMNT — PIMCO ETF TR

Ownership history in COREPATH WEALTH PARTNERS LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which COREPATH WEALTH PARTNERS LLC reported a position in PIMCO ETF TR (EMNT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.25% (2025 Q3)
Avg. % of fund
0.24%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,473 +41 +1.2% 0.23% $343K $97.98
2025 Q3 INITIATED 3,432 — — 0.25% $338K $96.95
% of Fund (quarterly)    EMNT price (monthly, adj. close)

Other funds also holding EMNT

As of 2025 Q4 — sorted by position size

Clarity Asset Management, Inc. 3.31% Laurel Wealth Planning LLC 3Y 2.42% Milestone Investment Advisors LLC 3Y 2.29% PFG Investments, LLC 0.92% Stewardship Advisors, LLC 3Y 0.74% Phoenix Wealth Advisors 3Y 0.55% AMARA FINANCIAL, LLC. 0.47% Koenig Investment Advisory, LLC 0.45% Mason & Associates Inc 3Y 0.25% WCG Wealth Advisors LLC 3Y 0.23%
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