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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
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

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
OCA
Optimus Capital Advisors Coppel, Texas $186M AUM
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PFG Advisors's SMMU Position: Q2 2026 in Review

PFG Advisors reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 35% in Q2 2026, selling an estimated $110K and leaving 4,077 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #772.

PFG Advisors first reported a position in SMMU in Q1 2023 and has held it in 14 quarters since. The position peaked at $543K in Q3 2025. 33 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • PFG Advisors held 4,077 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $206K as of Q2 2026.
  • PFG Advisors sold 2,191 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $110K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of PFG Advisors's portfolio in Q2 2026, its #772 holding.
  • PFG Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2023 and has held it in 14 quarters since.
  • PFG Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $543K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

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