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

Avestar Capital’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
2026 Q2	$461K	Hold	9,123	–	–	0.03%	393
2026 Q1	$460K	Buy	+9,123	New	+$462K	0.03%	369
2024 Q1	–	Sell	-18,000	Closed	-$903K	–	491
2023 Q4	$903K	Buy	18,000 +2,481	+16%	+$123K	0.1%	130
2023 Q3	$760K	Buy	15,519 +2,675	+21%	+$132K	0.11%	119
2023 Q2	$636K	Sell	12,844 -1,493	-10%	-$74K	0.1%	125
2023 Q1	$714K	Buy	14,337 +654	+5%	+$32.4K	0.13%	103
2022 Q4	$676K	Buy	13,683 +849	+7%	+$41.7K	0.12%	115
2022 Q3	$627K	Buy	+12,834	New	+$636K	0.16%	94

Other funds holding SMMU

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

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

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

SFGP

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BWM

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

Avestar Capital's SMMU Position: Q2 2026 in Review

Avestar Capital held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q2 2026 at 9,123 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #393.

Avestar Capital first reported a position in SMMU in Q3 2022 and has held it in 8 quarters since. The position peaked at $903K in Q4 2023. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Avestar Capital held 9,123 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $461K as of Q2 2026.
Avestar Capital left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.03% of Avestar Capital's portfolio in Q2 2026, its #393 holding.
Avestar Capital first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2022 and has held it in 8 quarters since.
Avestar Capital's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $903K in Q4 2023.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.