AWM
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Axxcess Wealth Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Axxcess Wealth Management’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
Q1 		– Sell
-172,025
Closed -$8.68M – 908
2025
Q4 		$8.68M Buy
172,025
+54,437
+46% +$2.75M 0.15% 136
2025
Q3 		$5.95M Buy
117,588
+20,718
+21% +$1.04M 0.13% 139
2025
Q2 		$4.86M Buy
96,870
+25,039
+35% +$1.25M 0.12% 151
2025
Q1 		$3.59M Buy
71,831
+11,124
+18% +$556K 0.1% 174
2024
Q4 		$3.03M Buy
60,707
+35,771
+143% +$1.79M 0.07% 197
2024
Q3 		$1.26M Buy
+24,936
New +$1.25M 0.03% 344

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return