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 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 $1.66T 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

J.W. Cole Advisors's SMMU Position: Q1 2026 in Review

J.W. Cole Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 12% in Q1 2026, buying an estimated $42.8K and bringing the position to 7,678 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #560.

J.W. Cole Advisors first reported a position in SMMU in Q4 2023 and has held it in 9 quarters since. The position peaked at $417K in Q2 2025. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

J.W. Cole Advisors held 7,678 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $387K as of Q1 2026.
J.W. Cole Advisors bought 844 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $42.8K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of J.W. Cole Advisors's portfolio in Q1 2026, its #560 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 9 quarters since.
J.W. Cole Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $417K in Q2 2025.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.