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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
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

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
OCA
Optimus Capital Advisors Coppel, Texas $186M AUM
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Capital Advisors Ltd's SMMU Position: Q2 2026 in Review

Capital Advisors Ltd held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q2 2026 at 6,600 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #241.

Capital Advisors Ltd first reported a position in SMMU in Q3 2022 and has held it in 16 quarters since. The position peaked at $334K in Q3 2025. 33 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • Capital Advisors Ltd held 6,600 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $333K as of Q2 2026.
  • Capital Advisors Ltd 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 Capital Advisors Ltd's portfolio in Q2 2026, its #241 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 16 quarters since.
  • Capital Advisors Ltd's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $334K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.