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

PFG 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 Q3	–	Sell	-4,077	Closed	-$206K	–	816
2026 Q2	$206K	Sell	4,077 -2,191	-35%	-$110K	0.01%	772
2026 Q1	$316K	Sell	6,268 -1,301	-17%	-$65.9K	0.02%	645
2025 Q4	$382K	Sell	7,569 -3,169	-30%	-$160K	0.02%	582
2025 Q3	$543K	Buy	10,738 +769	+8%	+$38.7K	0.02%	545
2025 Q2	$500K	Buy	9,969 +941	+10%	+$46.9K	0.02%	430
2025 Q1	$452K	Buy	9,028 +395	+5%	+$19.8K	0.03%	502
2024 Q4	$430K	Buy	8,633 +205	+2%	+$10.3K	0.03%	490
2024 Q3	$426K	Buy	8,428 +100	+1%	+$5.02K	0.03%	494
2024 Q2	$415K	Sell	8,328 -171	-2%	-$8.51K	0.03%	467
2024 Q1	$424K	Buy	8,499 +160	+2%	+$8K	0.03%	436
2023 Q4	$417K	Sell	8,339 -596	-7%	-$29.4K	0.03%	399
2023 Q3	$437K	Buy	8,935 +335	+4%	+$16.5K	0.04%	374
2023 Q2	$426K	Buy	8,600 +2,503	+41%	+$124K	0.03%	429
2023 Q1	$303K	Buy	+6,097	New	+$302K	0.03%	489

Other funds holding SMMU

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JAWA

John A. Wolfe & Associates Portage, Michigan $77.3M AUM 7.72% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

PFG Advisors's SMMU Position: Q3 2026 in Review

PFG Advisors sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q3 2026, closing a stake of 4,077 shares — an estimated $206K sold.

PFG Advisors first reported a position in SMMU in Q1 2023 and held it in 14 quarters. The position peaked at $543K in Q3 2025. 182 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

PFG Advisors reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q3 2026 after selling out during the quarter.
PFG Advisors sold 4,077 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $206K.
PFG Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2023 and held it in 14 quarters.
PFG Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $543K in Q3 2025.
182 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.