CTFG
SMMU icon

Capstone Triton Financial Group’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Capstone Triton Financial Group’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
2021
Q1 		– Sell
-295
Closed -$15K – 282
2020
Q4 		$15K Buy
+295
New +$15.1K 0.01% 304

Other funds holding SMMU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
RMDI
R.M. Davis Inc Portland, Maine $5.63B AUM 21.26% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Capstone Triton Financial Group's SMMU Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2021, closing a stake of 295 shares — an estimated $15K sold.

Capstone Triton Financial Group first reported a position in SMMU in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 72 funds tracked by Wall St. Rank hold SMMU as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 295 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2021, an estimated $15K.
  • Capstone Triton Financial Group first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $15K in Q4 2020.
  • 72 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.