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

Capital Advisors Ltd’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	$326K	Hold	6,600	–	–	0.03%	234
2026 Q2	$333K	Hold	6,600	–	–	0.03%	241
2026 Q1	$333K	Hold	6,600	–	–	0.04%	231
2025 Q4	$333K	Hold	6,600	–	–	0.04%	224
2025 Q3	$334K	Hold	6,600	–	–	0.04%	217
2025 Q2	$331K	Hold	6,600	–	–	0.04%	213
2025 Q1	$330K	Hold	6,600	–	–	0.04%	206
2024 Q4	$329K	Hold	6,600	–	–	0.04%	211
2024 Q3	$333K	Hold	6,600	–	–	0.04%	207
2024 Q2	$329K	Hold	6,600	–	–	0.04%	203
2024 Q1	$329K	Hold	6,600	–	–	0.04%	210
2023 Q4	$330K	Hold	6,600	–	–	0.05%	197
2023 Q3	$323K	Hold	6,600	–	–	0.05%	188
2023 Q2	$327K	Hold	6,600	–	–	0.05%	193
2023 Q1	$329K	Hold	6,600	–	–	0.05%	175
2022 Q4	$325K	Hold	6,600	–	–	0.06%	177
2022 Q3	$322K	Buy	+6,600	New	+$327K	0.06%	172

Other funds holding SMMU

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JAWA

John A. Wolfe & Associates Portage, Michigan $77.3M AUM 7.72% 1-Year Est. Return

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

TD Capital Management Memphis, Tennessee $1.23B AUM 7.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Capital Advisors Ltd's SMMU Position: Q3 2026 in Review

Capital Advisors Ltd held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q3 2026 at 6,600 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #234.

Capital Advisors Ltd first reported a position in SMMU in Q3 2022 and has held it in 17 quarters since. The position peaked at $334K in Q3 2025. 174 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

Capital Advisors Ltd held 6,600 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $326K as of Q3 2026.
Capital Advisors Ltd left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q3 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.03% of Capital Advisors Ltd's portfolio in Q3 2026, its #234 holding.
Capital Advisors Ltd first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2022 and has held it in 17 quarters since.
Capital Advisors Ltd's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $334K in Q3 2025.
174 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.