Crossmark Global Holdings’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Crossmark Global Holdings’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
2025 Q4	–	Sell	-8,062	Closed	-$408K	–	1309
2025 Q3	$408K	Sell	8,062 -3,798	-32%	-$191K	0.01%	971
2025 Q2	$595K	Sell	11,860 -2,243	-16%	-$112K	0.01%	816
2025 Q1	$691K	Buy	+14,103	New	+$705K	0.01%	732

Other funds holding SMMU

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.36B AUM 14.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JAWA

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

Crossmark Global Holdings's SMMU Position: Q4 2025 in Review

Crossmark Global Holdings sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q4 2025, closing a stake of 8,062 shares — an estimated $408K sold.

Crossmark Global Holdings first reported a position in SMMU in Q1 2025 and held it in 3 quarters. The position peaked at $691K in Q1 2025. 185 funds tracked by Wall St. Rank hold SMMU as of Q4 2025.

Crossmark Global Holdings reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Crossmark Global Holdings sold 8,062 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2025, an estimated $408K.
Crossmark Global Holdings first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2025 and held it in 3 quarters.
Crossmark Global Holdings's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $691K in Q1 2025.
185 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.