J.W. Cole Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

J.W. Cole 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 Q2	$451K	Buy	8,926 +1,248	+16%	+$62.9K	0.01%	1061
2026 Q1	$387K	Buy	7,678 +844	+12%	+$42.8K	0.01%	560
2025 Q4	$345K	Sell	6,834 -1,164	-15%	-$58.8K	0.01%	1044
2025 Q3	$404K	Sell	7,998 -313	-4%	-$15.8K	0.01%	1084
2025 Q2	$417K	Buy	+8,311	New	+$414K	0.01%	986
2025 Q1	–	Sell	-5,402	Closed	-$269K	–	1341
2024 Q4	$269K	Buy	5,402 +201	+4%	+$10.1K	0.01%	819
2024 Q3	$263K	Buy	5,201 +297	+6%	+$14.9K	0.01%	822
2024 Q2	$245K	Sell	4,904 -940	-16%	-$46.8K	0.01%	777
2024 Q1	$291K	Buy	5,844 +73	+1%	+$3.65K	0.01%	702
2023 Q4	$289K	Buy	+5,771	New	+$285K	0.02%	660

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

J.W. Cole Advisors's SMMU Position: Q2 2026 in Review

J.W. Cole Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 16% in Q2 2026, buying an estimated $62.9K and bringing the position to 8,926 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #1061.

J.W. Cole Advisors first reported a position in SMMU in Q4 2023 and has held it in 10 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

J.W. Cole Advisors held 8,926 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $451K as of Q2 2026.
J.W. Cole Advisors bought 1,248 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $62.9K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1061 holding.
J.W. Cole Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 10 quarters since.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.