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

Creative Planning’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	$629K	Buy	12,464 +863	+7%	+$43.5K	﹤0.01%	3010
2026 Q1	$585K	Buy	+11,601	New	+$588K	﹤0.01%	2899
2024 Q2	–	Sell	-4,982	Closed	-$249K	–	3159
2024 Q1	$249K	Sell	4,982 -3,016	-38%	-$151K	﹤0.01%	2404
2023 Q4	$400K	Sell	7,998 -1,555	-16%	-$76.8K	﹤0.01%	1866
2023 Q3	$468K	Buy	+9,553	New	+$472K	﹤0.01%	1609

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Creative Planning's SMMU Position: Q2 2026 in Review

Creative Planning increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 7.4% in Q2 2026, buying an estimated $43.5K and bringing the position to 12,464 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #3010.

Creative Planning first reported a position in SMMU in Q3 2023 and has held it in 5 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Creative Planning held 12,464 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $629K as of Q2 2026.
Creative Planning bought 863 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $43.5K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3010 holding.
Creative Planning first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2023 and has held it in 5 quarters since.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.