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

Novem 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
Q3 		$299K Buy
6,053
+29
+0.5% +$1.45K 0.03% 358
2026
Q2 		$304K Sell
6,024
-129
-2% -$6.51K 0.03% 355
2026
Q1 		$310K Buy
6,153
+28
+0.5% +$1.42K 0.04% 345
2025
Q4 		$309K Buy
6,125
+329
+6% +$16.6K 0.04% 334
2025
Q3 		$293K Buy
+5,796
New +$292K 0.03% 341

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
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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Peoples Bank (Ohio)
Peoples Bank (Ohio) Marietta, Ohio $217M AUM 22.04% 1-Year Est. Return

Novem Group's SMMU Position: Q3 2026 in Review

Novem Group increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.48% in Q3 2026, buying an estimated $1.45K and bringing the position to 6,053 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #358.

Novem Group first reported a position in SMMU in Q3 2025 and has held it in 5 quarters since. The position peaked at $310K in Q1 2026. 62 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

  • Novem Group held 6,053 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $299K as of Q3 2026.
  • Novem Group bought 29 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $1.45K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.03% of Novem Group's portfolio in Q3 2026, its #358 holding.
  • Novem Group first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 5 quarters since.
  • Novem Group's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $310K in Q1 2026.
  • 62 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.