Amplius Wealth Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Amplius Wealth Advisors’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 Q2	–	Sell	-5,249	Closed	-$262K	–	180
2024 Q1	$262K	Sell	5,249 -3,039	-37%	-$152K	0.03%	146
2023 Q4	$415K	Sell	8,288 -98,724	-92%	-$4.87M	0.05%	106
2023 Q3	$5.24M	Buy	107,012 +10,881	+11%	+$537K	0.7%	30
2023 Q2	$4.76M	Buy	96,131 +14,655	+18%	+$726K	0.64%	30
2023 Q1	$4.06M	Buy	81,476 +1,399	+2%	+$69.4K	0.58%	29
2022 Q4	$3.95M	Buy	+80,077	New	+$3.93M	0.63%	29
2022 Q2	–	Sell	-12,453	Closed	-$622K	–	193
2022 Q1	$622K	Sell	12,453 -389	-3%	-$19.7K	0.1%	88
2021 Q4	$657K	Buy	+12,842	New	+$658K	0.09%	90

Other funds holding SMMU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

BWM

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

Amplius Wealth Advisors's SMMU Position: Q2 2024 in Review

Amplius Wealth Advisors sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2024, closing a stake of 5,249 shares — an estimated $262K sold.

Amplius Wealth Advisors first reported a position in SMMU in Q4 2021 and held it in 8 quarters. The position peaked at $5.24M in Q3 2023. 142 funds tracked by Wall St. Rank hold SMMU as of Q2 2024.

Amplius Wealth Advisors reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
Amplius Wealth Advisors sold 5,249 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2024, an estimated $262K.
Amplius Wealth Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2021 and held it in 8 quarters.
Amplius Wealth Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $5.24M in Q3 2023.
142 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2024.

Based on Amplius Wealth Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.