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

CreativeOne Wealth’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	$550K	Sell	10,881 -771	-7%	-$38.9K	0.01%	766
2026 Q1	$588K	Sell	11,652 -643	-5%	-$32.6K	0.01%	745
2025 Q4	$620K	Buy	12,295 +1,566	+15%	+$79.1K	0.02%	715
2025 Q3	$543K	Buy	10,729 +2,547	+31%	+$128K	0.01%	746
2025 Q2	$411K	Buy	8,182 +109	+1%	+$5.43K	0.01%	803
2025 Q1	$404K	Buy	8,073 +3,117	+63%	+$156K	0.01%	760
2024 Q4	$247K	Sell	4,956 -431	-8%	-$21.6K	0.01%	946
2024 Q3	$272K	Buy	+5,387	New	+$270K	0.01%	803
2024 Q2	–	Sell	-4,313	Closed	-$215K	–	899
2024 Q1	$215K	Buy	+4,313	New	+$216K	0.01%	821
2023 Q3	–	Sell	-4,284	Closed	-$212K	–	791
2023 Q2	$212K	Sell	4,284 -15,515	-78%	-$769K	0.01%	770
2023 Q1	$986K	Buy	19,799 +2,173	+12%	+$108K	0.05%	308
2022 Q4	$869K	Buy	17,626 +9,510	+117%	+$467K	0.05%	307
2022 Q3	$397K	Buy	+8,116	New	+$402K	0.02%	461

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

CreativeOne Wealth's SMMU Position: Q2 2026 in Review

CreativeOne Wealth reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 6.6% in Q2 2026, selling an estimated $38.9K and leaving 10,881 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #766.

CreativeOne Wealth first reported a position in SMMU in Q3 2022 and has held it in 13 quarters since. The position peaked at $986K in Q1 2023. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

CreativeOne Wealth held 10,881 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $550K as of Q2 2026.
CreativeOne Wealth sold 771 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $38.9K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #766 holding.
CreativeOne Wealth first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2022 and has held it in 13 quarters since.
CreativeOne Wealth's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $986K in Q1 2023.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.