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

Gateway Wealth Partners’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 Q1	$8.77M	Buy	173,810 +96,444	+125%	+$4.89M	0.34%	82
2025 Q4	$3.9M	Buy	77,366 +7,579	+11%	+$383K	0.43%	65
2025 Q3	$3.53M	Buy	+69,787	New	+$3.52M	0.48%	60

Other funds holding SMMU

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

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

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

SFGP

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

BWM

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

Gateway Wealth Partners's SMMU Position: Q1 2026 in Review

Gateway Wealth Partners increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 125% in Q1 2026, buying an estimated $4.89M and bringing the position to 173,810 shares worth $8.77M. The position accounts for 0.34% of the portfolio, ranked #82.

Gateway Wealth Partners first reported a position in SMMU in Q3 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Gateway Wealth Partners held 173,810 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $8.77M as of Q1 2026.
Gateway Wealth Partners bought 96,444 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $4.89M.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.34% of Gateway Wealth Partners's portfolio in Q1 2026, its #82 holding.
Gateway Wealth Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 3 quarters since.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.