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Action Point Financial Planning’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Action Point Financial Planning’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
Q2 		$872K Buy
+17,271
New +$871K 0.09% 180

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Action Point Financial Planning's SMMU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2026: 17,271 shares worth $872K. The stake represents 0.09% of the portfolio and ranks #180 among its holdings.

201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • Action Point Financial Planning held 17,271 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $872K as of Q2 2026.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund was a new Action Point Financial Planning position in Q2 2026.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.09% of Action Point Financial Planning's portfolio in Q2 2026, its #180 holding.
  • 201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.