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

Arete 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
2021 Q4	–	Sell	-30,702	Closed	-$1.57M	–	527
2021 Q3	$1.57M	Buy	30,702 +2	+0%	+$103	0.17%	114
2021 Q2	$1.58M	Sell	30,700 -1,838	-6%	-$94.5K	0.22%	90
2021 Q1	$1.67M	Buy	32,538 +3,570	+12%	+$184K	0.21%	102
2020 Q4	$1.49M	Buy	28,968 +1,292	+5%	+$66.3K	0.21%	105
2020 Q3	$1.42M	Sell	27,676 -226	-0.8%	-$11.6K	0.21%	111
2020 Q2	$1.42M	Buy	+27,902	New	+$1.41M	0.25%	103

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

RMDI

R.M. Davis Inc Portland, Maine $5.63B AUM 21.26% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

CWM

CarsonAllaria Wealth Management Glen Carbon, Illinois $202M AUM 15.75% 1-Year Est. Return

Arete Wealth Advisors's SMMU Position: Q4 2021 in Review

Arete Wealth Advisors sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q4 2021, closing a stake of 30,702 shares — an estimated $1.57M sold.

Arete Wealth Advisors first reported a position in SMMU in Q2 2020 and held it in 6 quarters. The position peaked at $1.67M in Q1 2021. 88 funds tracked by Wall St. Rank hold SMMU as of Q4 2021.

Arete Wealth Advisors reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
Arete Wealth Advisors sold 30,702 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2021, an estimated $1.57M.
Arete Wealth Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2020 and held it in 6 quarters.
Arete Wealth Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.67M in Q1 2021.
88 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2021.

Based on Arete Wealth Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.