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

Merit Financial 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
Q1 		$307K Sell
6,082
-284
-4% -$14.4K ﹤0.01% 1638
2025
Q4 		$321K Sell
6,366
-114
-2% -$5.75K ﹤0.01% 1527
2025
Q3 		$328K Sell
6,480
-45
-0.7% -$2.27K ﹤0.01% 1394
2025
Q2 		$327K Buy
+6,525
New +$325K ﹤0.01% 1297
2023
Q2 		– Sell
-6,399
Closed -$319K – 763
2023
Q1 		$319K Sell
6,399
-5,161
-45% -$256K 0.01% 496
2022
Q4 		$570K Buy
11,560
+5,557
+93% +$273K 0.02% 393
2022
Q3 		$293K Sell
6,003
-3,063
-34% -$152K 0.01% 448
2022
Q2 		$450K Buy
+9,066
New +$449K 0.01% 383

Other funds holding SMMU

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Bank of America
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return