DAS
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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
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

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return