Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$1.69M Buy
34,294
+129
+0.4% +$6.47K 0.05% 352
2026
Q2 		$1.73M Sell
34,165
-1,463
-4% -$73.8K 0.05% 365
2026
Q1 		$1.8M Buy
35,628
+3,627
+11% +$184K 0.06% 338
2025
Q4 		$1.61M Sell
32,001
-3,138
-9% -$158K 0.05% 344
2025
Q3 		$1.78M Buy
35,139
+2,817
+9% +$142K 0.05% 342
2025
Q2 		$1.62M Buy
32,322
+22
+0.1% +$1.1K 0.05% 343
2025
Q1 		$1.62M Sell
32,300
-57
-0.2% -$2.85K 0.05% 324
2024
Q4 		$1.61M Buy
32,357
+12,405
+62% +$621K 0.07% 243
2024
Q3 		$1.01M Sell
19,952
-10,971
-35% -$550K 0.03% 448
2024
Q2 		$1.54M Buy
30,923
+708
+2% +$35.2K 0.05% 350
2024
Q1 		$1.51M Sell
30,215
-264
-0.9% -$13.2K 0.05% 350
2023
Q4 		$1.52M Sell
30,479
-13,917
-31% -$687K 0.06% 329
2023
Q3 		$2.17M Sell
44,396
-1,315
-3% -$64.9K 0.1% 221
2023
Q2 		$2.26M Buy
45,711
+11,912
+35% +$590K 0.12% 204
2023
Q1 		$1.68M Buy
33,799
+10,628
+46% +$527K 0.1% 238
2022
Q4 		$1.14M Buy
23,171
+13,834
+148% +$679K 0.08% 258
2022
Q3 		$456K Sell
9,337
-1,217
-12% -$60.3K 0.03% 410
2022
Q2 		$524K Buy
+10,554
New +$522K 0.04% 383

Other funds holding SMMU

Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions's SMMU Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.38% in Q3 2026, buying an estimated $6.47K and bringing the position to 34,294 shares worth $1.69M. The position accounts for 0.05% of the portfolio, ranked #352.

Dynamic Advisor Solutions first reported a position in SMMU in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.26M in Q2 2023. 38 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

  • Dynamic Advisor Solutions held 34,294 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.69M as of Q3 2026.
  • Dynamic Advisor Solutions bought 129 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $6.47K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.05% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #352 holding.
  • Dynamic Advisor Solutions first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 18 quarters since.
  • Dynamic Advisor Solutions's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $2.26M in Q2 2023.
  • 38 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.