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

Aptus Capital 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
2025 Q3	–	Sell	-283	Closed	-$14.2K	–	1652
2025 Q2	$14.2K	Hold	283	–	–	﹤0.01%	1334
2025 Q1	$14.2K	Sell	283 -800	-74%	-$40K	﹤0.01%	1249
2024 Q4	$54.1K	Hold	1,083	–	–	﹤0.01%	1096
2024 Q3	$54.7K	Hold	1,083	–	–	﹤0.01%	921
2024 Q2	$54K	Hold	1,083	–	–	﹤0.01%	883
2024 Q1	$54K	Hold	1,083	–	–	﹤0.01%	885
2023 Q4	$54.2K	Buy	+1,083	New	+$53.5K	﹤0.01%	674

Other funds holding SMMU

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

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

SFGP

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 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

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Aptus Capital Advisors's SMMU Position: Q3 2025 in Review

Aptus Capital Advisors sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q3 2025, closing a stake of 283 shares — an estimated $14.2K sold.

Aptus Capital Advisors first reported a position in SMMU in Q4 2023 and held it in 7 quarters. The position peaked at $54.7K in Q3 2024. 177 funds tracked by Wall St. Rank hold SMMU as of Q3 2025.

Aptus Capital Advisors reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
Aptus Capital Advisors sold 283 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2025, an estimated $14.2K.
Aptus Capital Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2023 and held it in 7 quarters.
Aptus Capital Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $54.7K in Q3 2024.
177 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2025.

Based on Aptus Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.