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Apella Capital’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Apella Capital’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 		$588K Buy
11,669
+1,322
+13% +$66.7K 0.01% 447
2026
Q1 		$523K Sell
10,347
-298
-3% -$15.1K 0.01% 459
2025
Q4 		$537K Buy
10,645
+1,643
+18% +$82.9K 0.01% 350
2025
Q3 		$455K Buy
+9,002
New +$454K 0.01% 337

Other funds holding SMMU

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
OCA
Optimus Capital Advisors Coppel, Texas $186M AUM
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Apella Capital's SMMU Position: Q2 2026 in Review

Apella Capital increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 13% in Q2 2026, buying an estimated $66.7K and bringing the position to 11,669 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #447.

Apella Capital first reported a position in SMMU in Q3 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • Apella Capital held 11,669 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $588K as of Q2 2026.
  • Apella Capital bought 1,322 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $66.7K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of Apella Capital's portfolio in Q2 2026, its #447 holding.
  • Apella Capital first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.