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

Capital Investment Advisory Services’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	$5.05K	Hold	100	–	–	﹤0.01%	1210
2026 Q1	$5.04K	Hold	100	–	–	﹤0.01%	1115
2025 Q4	$5.04K	Buy	+100	New	+$5.05K	﹤0.01%	1072

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 $1.36B AUM 14.31% 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 $67.3B AUM 21.9% 1-Year Est. Return

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

BWM

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

Capital Investment Advisory Services's SMMU Position: Q2 2026 in Review

Capital Investment Advisory Services held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q2 2026 at 100 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Capital Investment Advisory Services first reported a position in SMMU in Q4 2025 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Capital Investment Advisory Services held 100 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $5.05K as of Q2 2026.
Capital Investment Advisory Services 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 ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1210 holding.
Capital Investment Advisory Services first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.