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 Q3	$760K	Buy	15,389 +6,266	+69%	+$314K	0.06%	269
2026 Q2	$461K	Hold	9,123	–	–	0.03%	394
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%	+$122K	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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Websterrogers Financial Advisors Florence, South Carolina $379M AUM 9.65% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Avestar Capital's SMMU Position: Q3 2026 in Review

Avestar Capital increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 69% in Q3 2026, buying an estimated $314K and bringing the position to 15,389 shares worth $760K. The position accounts for 0.06% of the portfolio, ranked #269.

Avestar Capital first reported a position in SMMU in Q3 2022 and has held it in 9 quarters since. The position peaked at $903K in Q4 2023. 98 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

Avestar Capital held 15,389 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $760K as of Q3 2026.
Avestar Capital bought 6,266 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $314K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.06% of Avestar Capital's portfolio in Q3 2026, its #269 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 9 quarters since.
Avestar Capital's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $903K in Q4 2023.
98 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.