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

Cetera Advisors’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	$15.5M	Buy	311,102 +20,281	+7%	+$1.01M	0.12%	158
2023 Q4	$14.5M	Buy	290,821 +29,792	+11%	+$1.47M	0.2%	107
2023 Q3	$12.8M	Buy	261,029 +19,316	+8%	+$954K	0.2%	109
2023 Q2	$12M	Buy	241,713 +6,461	+3%	+$320K	0.19%	118
2023 Q1	$11.7M	Buy	235,252 +38,389	+20%	+$1.9M	0.2%	115
2022 Q4	$9.7M	Buy	196,863 +110,887	+129%	+$5.44M	0.18%	127
2022 Q3	$4.2M	Buy	85,976 +63,064	+275%	+$3.13M	0.11%	192
2022 Q2	$1.14M	Buy	+22,912	New	+$1.13M	0.03%	528

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Advisors's SMMU Position: Q1 2024 in Review

Cetera Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 7% in Q1 2024, buying an estimated $1.01M and bringing the position to 311,102 shares worth $15.5M. The position accounts for 0.12% of the portfolio, ranked #158.

Cetera Advisors first reported a position in SMMU in Q2 2022 and has held it in 8 quarters since. 139 funds tracked by Wall St. Rank hold SMMU as of Q1 2024.

Cetera Advisors held 311,102 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $15.5M as of Q1 2024.
Cetera Advisors bought 20,281 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2024, an estimated $1.01M.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.12% of Cetera Advisors's portfolio in Q1 2024, its #158 holding.
Cetera Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 8 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.