Ocean Park Asset Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Ocean Park Asset Management’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
2025 Q4	–	Sell	-41,300	Closed	-$2.09M	–	102
2025 Q3	$2.09M	Buy	+41,300	New	+$2.08M	0.09%	71

Other funds holding SMMU

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JAWA

John A. Wolfe & Associates Portage, Michigan $72.6M AUM

Ocean Park Asset Management's SMMU Position: Q4 2025 in Review

Ocean Park Asset Management sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q4 2025, closing a stake of 41,300 shares — an estimated $2.09M sold.

Ocean Park Asset Management first reported a position in SMMU in Q3 2025 and held it in 1 quarter. The position peaked at $2.09M in Q3 2025. 185 funds tracked by Wall St. Rank hold SMMU as of Q4 2025.

Ocean Park Asset Management reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Ocean Park Asset Management sold 41,300 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2025, an estimated $2.09M.
Ocean Park Asset Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2025 and held it in 1 quarter.
Ocean Park Asset Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $2.09M in Q3 2025.
185 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2025.

Based on Ocean Park Asset Management's 13F filing for Q4 2025, filed 15 Jan 2026.