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

Alpha Financial Partners’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
2024 Q4	–	Sell	-33,144	Closed	-$1.67M	–	146
2024 Q3	$1.67M	Buy	+33,144	New	+$1.66M	1.19%	23

Other funds holding SMMU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Alpha Financial Partners's SMMU Position: Q4 2024 in Review

Alpha Financial Partners sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q4 2024, closing a stake of 33,144 shares — an estimated $1.67M sold.

Alpha Financial Partners first reported a position in SMMU in Q3 2024 and held it in 1 quarter. The position peaked at $1.67M in Q3 2024. 171 funds tracked by Wall St. Rank hold SMMU as of Q4 2024.

Alpha Financial Partners reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
Alpha Financial Partners sold 33,144 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2024, an estimated $1.67M.
Alpha Financial Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2024 and held it in 1 quarter.
Alpha Financial Partners's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.67M in Q3 2024.
171 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.