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

Cetera Investment Advisers’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	$30.9M	Sell	612,120 -27,623	-4%	-$1.39M	0.03%	570
2026 Q1	$32.3M	Sell	639,743 -55,882	-8%	-$2.83M	0.03%	507
2025 Q4	$35.1M	Sell	695,625 -40,000	-5%	-$2.02M	0.04%	449
2025 Q3	$37.2M	Buy	735,625 +54,357	+8%	+$2.74M	0.04%	417
2025 Q2	$34.2M	Sell	681,268 -85,061	-11%	-$4.24M	0.06%	340
2025 Q1	$38.3M	Buy	766,329 +181,810	+31%	+$9.09M	0.07%	274
2024 Q4	$29.1M	Buy	584,519 +63,700	+12%	+$3.19M	0.06%	321
2024 Q3	$26.3M	Buy	520,819 +56,188	+12%	+$2.82M	0.06%	339
2024 Q2	$23.2M	Buy	464,631 +57,130	+14%	+$2.84M	0.05%	360
2024 Q1	$20.3M	Buy	+407,501	New	+$20.4M	0.05%	381

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 $1.32B AUM 23.07% 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 $59.8B AUM 29.42% 1-Year Est. Return

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

BWM

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

JAWA

John A. Wolfe & Associates Portage, Michigan $72.6M AUM

Cetera Investment Advisers's SMMU Position: Q2 2026 in Review

Cetera Investment Advisers reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 4.3% in Q2 2026, selling an estimated $1.39M and leaving 612,120 shares worth $30.9M. The position accounts for 0.03% of the portfolio, ranked #570.

Cetera Investment Advisers first reported a position in SMMU in Q1 2024 and has held it in 10 quarters since. The position peaked at $38.3M in Q1 2025. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Cetera Investment Advisers held 612,120 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $30.9M as of Q2 2026.
Cetera Investment Advisers sold 27,623 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.39M.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.03% of Cetera Investment Advisers's portfolio in Q2 2026, its #570 holding.
Cetera Investment Advisers first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $38.3M in Q1 2025.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.