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

Holos Integrated 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
2026
Q3 		$29.1K Buy
+585
New +$29.3K 0.01% 197

Other funds holding SMMU

Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
MBM Wealth Consultants
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Holos Integrated Wealth's SMMU Position: Q3 2026 in Review

Holos Integrated Wealth opened a new position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q3 2026: 585 shares worth $29.1K. The stake represents 0.01% of the portfolio and ranks #197 among its holdings.

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

  • Holos Integrated Wealth held 585 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $29.1K as of Q3 2026.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund was a new Holos Integrated Wealth position in Q3 2026.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #197 holding.
  • 60 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.