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

Napier Financial’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	$39.9K	Buy	790 +6	+0.8%	+$303	0.01%	229
2026 Q1	$39.6K	Buy	+784	New	+$39.7K	0.01%	225

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

Napier Financial's SMMU Position: Q2 2026 in Review

Napier Financial increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.77% in Q2 2026, buying an estimated $303 and bringing the position to 790 shares worth $39.9K. The position accounts for 0.01% of the portfolio, ranked #229.

Napier Financial first reported a position in SMMU in Q1 2026 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Napier Financial held 790 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $39.9K as of Q2 2026.
Napier Financial bought 6 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $303.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of Napier Financial's portfolio in Q2 2026, its #229 holding.
Napier Financial first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2026 and has held it in 2 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 Napier Financial's 13F filing for Q2 2026, filed 31 Jul 2026.