OCA
SMMU icon

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

Optimus Capital Advisors’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 		$5.52M Buy
109,261
+5,886
+6% +$297K 2.96% 11
2026
Q1 		$5.22M Buy
103,375
+8,078
+8% +$409K 3.08% 13
2025
Q4 		$4.81M Buy
+95,297
New +$4.81M 2.81% 14

Other funds holding SMMU

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
JAWA
John A. Wolfe & Associates Portage, Michigan $72.6M AUM
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

Optimus Capital Advisors's SMMU Position: Q2 2026 in Review

Optimus Capital Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 5.7% in Q2 2026, buying an estimated $297K and bringing the position to 109,261 shares worth $5.52M. The position accounts for 2.96% of the portfolio, ranked #11.

Optimus Capital Advisors first reported a position in SMMU in Q4 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • Optimus Capital Advisors held 109,261 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $5.52M as of Q2 2026.
  • Optimus Capital Advisors bought 5,886 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $297K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 2.96% of Optimus Capital Advisors's portfolio in Q2 2026, its #11 holding.
  • Optimus Capital Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Optimus Capital Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.