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

Pictet North America 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
2024 Q2	–	Sell	-4,900	Closed	-$245K	–	149
2024 Q1	$245K	Sell	4,900 -102,300	-95%	-$5.12M	0.03%	134
2023 Q4	$5.36M	Buy	+107,200	New	+$5.29M	0.69%	35

Other funds holding SMMU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Pictet North America Advisors's SMMU Position: Q2 2024 in Review

Pictet North America Advisors sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2024, closing a stake of 4,900 shares — an estimated $245K sold.

Pictet North America Advisors first reported a position in SMMU in Q4 2023 and held it in 2 quarters. The position peaked at $5.36M in Q4 2023. 142 funds tracked by Wall St. Rank hold SMMU as of Q2 2024.

Pictet North America Advisors reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
Pictet North America Advisors sold 4,900 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2024, an estimated $245K.
Pictet North America Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2023 and held it in 2 quarters.
Pictet North America Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $5.36M in Q4 2023.
142 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2024.

Based on Pictet North America Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.