ABLE Financial Group
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ABLE Financial Group’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

ABLE Financial Group’s Portfolio SMMU Stock Details SMMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.69M Buy
94,835
+17,624
+23% +$884K 0.73% 35
2026
Q2 		$3.9M Buy
77,211
+16,025
+26% +$808K 0.65% 40
2026
Q1 		$3.09M Sell
61,186
-170
-0.3% -$8.61K 0.6% 43
2025
Q4 		$3.09M Buy
61,356
+7,920
+15% +$400K 0.63% 38
2025
Q3 		$2.7M Sell
53,436
-19,016
-26% -$958K 0.59% 40
2025
Q2 		$3.63M Buy
72,452
+6,578
+10% +$328K 0.88% 30
2025
Q1 		$3.3M Buy
65,874
+4,687
+8% +$234K 0.92% 28
2024
Q4 		$3.05M Buy
61,187
+2,179
+4% +$109K 0.9% 30
2024
Q3 		$2.98M Buy
59,008
+6,299
+12% +$316K 0.92% 27
2024
Q2 		$2.63M Sell
52,709
-2,815
-5% -$140K 0.95% 26
2024
Q1 		$2.77M Buy
55,524
+206
+0.4% +$10.3K 1.09% 23
2023
Q4 		$2.77M Sell
55,318
-1,347
-2% -$66.5K 1.2% 22
2023
Q3 		$2.77M Buy
56,665
+13,476
+31% +$665K 1.39% 18
2023
Q2 		$2.14M Buy
43,189
+9,385
+28% +$465K 1.11% 21
2023
Q1 		$1.68M Buy
+33,804
New +$1.68M 1.1% 23

Other funds holding SMMU

Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

ABLE Financial Group's SMMU Position: Q3 2026 in Review

ABLE Financial Group increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 23% in Q3 2026, buying an estimated $884K and bringing the position to 94,835 shares worth $4.69M. The position accounts for 0.73% of the portfolio, ranked #35.

ABLE Financial Group first reported a position in SMMU in Q1 2023 and has held it in 15 quarters since. 38 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

  • ABLE Financial Group held 94,835 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $4.69M as of Q3 2026.
  • ABLE Financial Group bought 17,624 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $884K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.73% of ABLE Financial Group's portfolio in Q3 2026, its #35 holding.
  • ABLE Financial Group first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2023 and has held it in 15 quarters since.
  • 38 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.