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

Element 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
2025 Q1	–	Sell	-821	Closed	-$40.9K	–	267
2024 Q4	$40.9K	Hold	821	–	–	0.02%	206
2024 Q3	$41.5K	Hold	821	–	–	0.02%	203
2024 Q2	$40.9K	Hold	821	–	–	0.02%	194
2024 Q1	$41K	Hold	821	–	–	0.02%	195
2023 Q4	$41.1K	Hold	821	–	–	0.03%	179
2023 Q3	$40.2K	Hold	821	–	–	0.03%	173
2023 Q2	$40.7K	Buy	+821	New	+$40.7K	0.03%	173

Other funds holding SMMU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

Element Wealth's SMMU Position: Q1 2025 in Review

Element Wealth sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2025, closing a stake of 821 shares — an estimated $40.9K sold.

Element Wealth first reported a position in SMMU in Q2 2023 and held it in 7 quarters. The position peaked at $41.5K in Q3 2024. 166 funds tracked by Wall St. Rank hold SMMU as of Q1 2025.

Element Wealth reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 821 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2025, an estimated $40.9K.
Element Wealth first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2023 and held it in 7 quarters.
Element Wealth's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $41.5K in Q3 2024.
166 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.