EverSource Wealth Advisors
SMMU icon

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

EverSource Wealth 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
2026
Q3 		$1.01M Buy
+20,449
New +$1.03M 0.03% 380

Other funds holding SMMU

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JAWA
John A. Wolfe & Associates Portage, Michigan $77.3M AUM 7.72% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
TD Capital Management
TD Capital Management Memphis, Tennessee $1.23B AUM 7.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

EverSource Wealth Advisors's SMMU Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q3 2026: 20,449 shares worth $1.01M. The stake represents 0.03% of the portfolio and ranks #380 among its holdings.

155 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

  • EverSource Wealth Advisors held 20,449 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.01M as of Q3 2026.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund was a new EverSource Wealth Advisors position in Q3 2026.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.03% of EverSource Wealth Advisors's portfolio in Q3 2026, its #380 holding.
  • 155 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.