Cetera Advisor Networks’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$4.72M	Buy	94,592 +3,388	+4%	+$169K	0.02%	653
2023 Q4	$4.56M	Buy	91,204 +84,565	+1,274%	+$4.18M	0.03%	615
2023 Q3	$325K	Buy	+6,639	New	+$328K	﹤0.01%	2103

Other funds holding SMMU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Cetera Advisor Networks's SMMU Position: Q1 2024 in Review

Cetera Advisor Networks increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 3.7% in Q1 2024, buying an estimated $169K and bringing the position to 94,592 shares worth $4.72M. The position accounts for 0.02% of the portfolio, ranked #653.

Cetera Advisor Networks first reported a position in SMMU in Q3 2023 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold SMMU as of Q1 2024.

Cetera Advisor Networks held 94,592 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $4.72M as of Q1 2024.
Cetera Advisor Networks bought 3,388 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2024, an estimated $169K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #653 holding.
Cetera Advisor Networks first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2023 and has held it in 3 quarters since.
139 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.