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 Q3	$1.03M	Buy	20,925 +9,256	+79%	+$464K	0.01%	393
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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JAWA

John A. Wolfe & Associates Portage, Michigan $77.3M AUM 7.72% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Websterrogers Financial Advisors Florence, South Carolina $379M AUM 9.65% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Apella Capital's SMMU Position: Q3 2026 in Review

Apella Capital increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 79% in Q3 2026, buying an estimated $464K and bringing the position to 20,925 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #393.

Apella Capital first reported a position in SMMU in Q3 2025 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

Apella Capital held 20,925 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.03M as of Q3 2026.
Apella Capital bought 9,256 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $464K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of Apella Capital's portfolio in Q3 2026, its #393 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 5 quarters since.
117 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.