Pinnacle Bancorp’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Pinnacle Bancorp’s Portfolio FSMB Stock Details FSMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$149K	Hold	7,433	–	–	0.04%	289
2026 Q1	$148K	Hold	7,433	–	–	0.04%	273
2025 Q4	$149K	Hold	7,433	–	–	0.04%	268
2025 Q3	$149K	Hold	7,433	–	–	0.04%	269
2025 Q2	$148K	Hold	7,433	–	–	0.05%	267
2025 Q1	$148K	Hold	7,433	–	–	0.05%	256
2024 Q4	$147K	Hold	7,433	–	–	0.05%	257
2024 Q3	$149K	Hold	7,433	–	–	0.04%	247
2024 Q2	$147K	Hold	7,433	–	–	0.04%	235
2024 Q1	$147K	Buy	7,433 +1,205	+19%	+$24K	0.04%	236
2023 Q4	$124K	Hold	6,228	–	–	0.04%	245
2023 Q3	$121K	Buy	6,228 +3,000	+93%	+$59K	0.04%	235
2023 Q2	$63.7K	Hold	3,228	–	–	0.02%	329
2023 Q1	$64.2K	Buy	+3,228	New	+$64K	0.02%	327

Other funds holding FSMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pinnacle Bancorp's FSMB Position: Q2 2026 in Review

Pinnacle Bancorp held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q2 2026 at 7,433 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #289.

Pinnacle Bancorp first reported a position in FSMB in Q1 2023 and has held it in 14 quarters since. The position peaked at $149K in Q3 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Pinnacle Bancorp held 7,433 shares of First Trust Short Duration Managed Municipal ETF worth $149K as of Q2 2026.
Pinnacle Bancorp left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q2 2026.
First Trust Short Duration Managed Municipal ETF made up 0.04% of Pinnacle Bancorp's portfolio in Q2 2026, its #289 holding.
Pinnacle Bancorp first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2023 and has held it in 14 quarters since.
Pinnacle Bancorp's First Trust Short Duration Managed Municipal ETF position peaked at $149K in Q3 2025.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.