Money Concepts Capital’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-1,646	Closed	-$81.1K	–	2525
2022 Q4	$81.1K	Buy	+1,646	New	+$80.8K	﹤0.01%	1061
2022 Q2	–	Sell	-1,646	Closed	-$82K	–	2463
2022 Q1	$82K	Buy	+1,646	New	+$83.3K	﹤0.01%	1058

Other funds holding SMMU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Money Concepts Capital's SMMU Position: Q1 2023 in Review

Money Concepts Capital sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2023, closing a stake of 1,646 shares — an estimated $81.1K sold.

Money Concepts Capital first reported a position in SMMU in Q1 2022 and held it in 2 quarters. The position peaked at $82K in Q1 2022. 123 funds tracked by Wall St. Rank hold SMMU as of Q1 2023.

Money Concepts Capital reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 1,646 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2023, an estimated $81.1K.
Money Concepts Capital first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $82K in Q1 2022.
123 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.