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

Atria Investments’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
2022
Q1 		– Sell
-36,658
Closed -$1.88M – 919
2021
Q4 		$1.88M Buy
36,658
+1
+0% +$51 0.03% 588
2021
Q3 		$1.88M Buy
+36,657
New +$1.89M 0.03% 554

Other funds holding SMMU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
RMDI
R.M. Davis Inc Portland, Maine $5.63B AUM 21.26% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $202M AUM 15.75% 1-Year Est. Return

Atria Investments's SMMU Position: Q1 2022 in Review

Atria Investments sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2022, closing a stake of 36,658 shares — an estimated $1.88M sold.

Atria Investments first reported a position in SMMU in Q3 2021 and held it in 2 quarters. The position peaked at $1.88M in Q3 2021. 83 funds tracked by Wall St. Rank hold SMMU as of Q1 2022.

  • Atria Investments reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
  • Atria Investments sold 36,658 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2022, an estimated $1.88M.
  • Atria Investments first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2021 and held it in 2 quarters.
  • Atria Investments's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.88M in Q3 2021.
  • 83 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2022.

Based on Atria Investments's 13F filing for Q1 2022, filed 2 May 2022.