Avantax Advisory Services’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Avantax Advisory Services’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 Q2	$2.07M	Buy	41,349 +6,716	+19%	+$335K	0.01%	778
2025 Q1	$1.73M	Buy	34,633 +2,284	+7%	+$114K	0.01%	810
2024 Q4	$1.61M	Buy	32,349 +8,503	+36%	+$426K	0.01%	827
2024 Q3	$1.2M	Buy	23,846 +3,946	+20%	+$198K	0.01%	930
2024 Q2	$992K	Buy	19,900 +2,922	+17%	+$145K	0.01%	976
2024 Q1	$847K	Buy	16,978 +4,405	+35%	+$220K	0.01%	818
2023 Q4	$629K	Buy	12,573 +2,210	+21%	+$109K	0.01%	893
2023 Q3	$507K	Buy	10,363 +1,422	+16%	+$70.2K	0.01%	942
2023 Q2	$443K	Buy	8,941 +1,814	+25%	+$89.9K	0.01%	994
2023 Q1	$355K	Sell	7,127 -1,705	-19%	-$84.6K	﹤0.01%	1066
2022 Q4	$435K	Buy	8,832 +1,801	+26%	+$88.4K	0.01%	928
2022 Q3	$344K	Buy	7,031 +1,844	+36%	+$91.4K	0.01%	934
2022 Q2	$257K	Buy	+5,187	New	+$257K	﹤0.01%	1086
2020 Q4	–	Sell	-21,986	Closed	-$1.13M	–	1299
2020 Q3	$1.13M	Buy	+21,986	New	+$1.13M	0.02%	510

Other funds holding SMMU

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

SFGP

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

SWP

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Advisory Services's SMMU Position: Q2 2025 in Review

Avantax Advisory Services increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 19% in Q2 2025, buying an estimated $335K and bringing the position to 41,349 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #778.

Avantax Advisory Services first reported a position in SMMU in Q3 2020 and has held it in 14 quarters since. 170 funds tracked by Wall St. Rank hold SMMU as of Q2 2025.

Avantax Advisory Services held 41,349 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $2.07M as of Q2 2025.
Avantax Advisory Services bought 6,716 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2025, an estimated $335K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #778 holding.
Avantax Advisory Services first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2020 and has held it in 14 quarters since.
170 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.