Elevated Capital Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Elevated Capital Advisors’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
2024 Q3	–	Sell	-7,066	Closed	-$352K	–	279
2024 Q2	$352K	Buy	+7,066	New	+$352K	0.1%	192

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

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

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

BWM

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

Elevated Capital Advisors's SMMU Position: Q3 2024 in Review

Elevated Capital Advisors sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q3 2024, closing a stake of 7,066 shares — an estimated $352K sold.

Elevated Capital Advisors first reported a position in SMMU in Q2 2024 and held it in 1 quarter. The position peaked at $352K in Q2 2024. 147 funds tracked by Wall St. Rank hold SMMU as of Q3 2024.

Elevated Capital Advisors reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
Elevated Capital Advisors sold 7,066 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2024, an estimated $352K.
Elevated Capital Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2024 and held it in 1 quarter.
Elevated Capital Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $352K in Q2 2024.
147 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2024.

Based on Elevated Capital Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.