HighPoint Advisor Group’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

HighPoint Advisor Group’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	$4.91M	Sell	97,181 -33,560	-26%	-$1.69M	0.17%	115
2026 Q1	$6.6M	Sell	130,741 -628	-0.5%	-$31.8K	0.28%	77
2025 Q4	$6.62M	Buy	+131,369	New	+$6.63M	0.15%	122

Other funds holding SMMU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFGP

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

HighPoint Advisor Group's SMMU Position: Q2 2026 in Review

HighPoint Advisor Group reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 26% in Q2 2026, selling an estimated $1.69M and leaving 97,181 shares worth $4.91M. The position accounts for 0.17% of the portfolio, ranked #115.

HighPoint Advisor Group first reported a position in SMMU in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.62M in Q4 2025. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

HighPoint Advisor Group held 97,181 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $4.91M as of Q2 2026.
HighPoint Advisor Group sold 33,560 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.69M.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.17% of HighPoint Advisor Group's portfolio in Q2 2026, its #115 holding.
HighPoint Advisor Group first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
HighPoint Advisor Group's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $6.62M in Q4 2025.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.