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

Centaurus Financial’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	$175K	Buy	3,467 +24	+0.7%	+$1.22K	0.01%	864
2025 Q4	$174K	Buy	3,443 +25	+0.7%	+$1.26K	0.01%	850
2025 Q3	$173K	Buy	3,418 +24	+0.7%	+$1.21K	0.01%	845
2025 Q2	$170K	Buy	+3,394	New	+$169K	0.01%	778
2022 Q4	–	Sell	-5,237	Closed	-$256K	–	904
2022 Q3	$256K	Buy	+5,237	New	+$260K	0.03%	540

Other funds holding SMMU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

Centaurus Financial's SMMU Position: Q1 2026 in Review

Centaurus Financial increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.7% in Q1 2026, buying an estimated $1.22K and bringing the position to 3,467 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #864.

Centaurus Financial first reported a position in SMMU in Q3 2022 and has held it in 5 quarters since. The position peaked at $256K in Q3 2022. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Centaurus Financial held 3,467 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $175K as of Q1 2026.
Centaurus Financial bought 24 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.22K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #864 holding.
Centaurus Financial first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2022 and has held it in 5 quarters since.
Centaurus Financial's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $256K in Q3 2022.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.