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

Atria Wealth Solutions’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
2023 Q2	–	Sell	-14,900	Closed	-$742K	–	1981
2023 Q1	$742K	Hold	14,900	–	–	0.01%	940
2022 Q4	$736K	Buy	+14,900	New	+$731K	0.01%	896

Other funds holding SMMU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Atria Wealth Solutions's SMMU Position: Q2 2023 in Review

Atria Wealth Solutions sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2023, closing a stake of 14,900 shares — an estimated $742K sold.

Atria Wealth Solutions first reported a position in SMMU in Q4 2022 and held it in 2 quarters. The position peaked at $742K in Q1 2023. 124 funds tracked by Wall St. Rank hold SMMU as of Q2 2023.

Atria Wealth Solutions reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
Atria Wealth Solutions sold 14,900 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2023, an estimated $742K.
Atria Wealth Solutions first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2022 and held it in 2 quarters.
Atria Wealth Solutions's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $742K in Q1 2023.
124 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.