Kestra Advisory Services
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Kestra Advisory Services’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Kestra Advisory Services’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 		$1.5M Buy
30,265
+3,594
+13% +$180K ﹤0.01% 1669
2026
Q2 		$1.35M Buy
26,671
+5,709
+27% +$288K ﹤0.01% 1620
2026
Q1 		$1.06M Buy
20,962
+1,359
+7% +$68.8K ﹤0.01% 1691
2025
Q4 		$989K Sell
19,603
-686
-3% -$34.6K ﹤0.01% 1662
2025
Q3 		$1.03M Sell
20,289
-1,040
-5% -$52.4K ﹤0.01% 1570
2025
Q2 		$1.07M Sell
21,329
-776
-4% -$38.7K 0.01% 1436
2025
Q1 		$1.11M Buy
22,105
+502
+2% +$25.1K 0.01% 1337
2024
Q4 		$1.08M Buy
21,603
+732
+4% +$36.7K 0.01% 1376
2024
Q3 		$1.05M Sell
20,871
-9,392
-31% -$471K 0.01% 1296
2024
Q2 		$1.51M Buy
+30,263
New +$1.51M 0.01% 1110

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
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Websterrogers Financial Advisors
Websterrogers Financial Advisors Florence, South Carolina $379M AUM 9.65% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services's SMMU Position: Q3 2026 in Review

Kestra Advisory Services increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 13% in Q3 2026, buying an estimated $180K and bringing the position to 30,265 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Kestra Advisory Services first reported a position in SMMU in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.51M in Q2 2024. 102 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

  • Kestra Advisory Services held 30,265 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.5M as of Q3 2026.
  • Kestra Advisory Services bought 3,594 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $180K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1669 holding.
  • Kestra Advisory Services first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 10 quarters since.
  • Kestra Advisory Services's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.51M in Q2 2024.
  • 102 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.