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

Prime Capital Investment 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	$2.65M	Buy	52,465 +4,540	+9%	+$229K	0.03%	341
2026 Q1	$2.42M	Buy	47,925 +13,860	+41%	+$702K	0.03%	332
2025 Q4	$1.72M	Buy	34,065 +16,085	+89%	+$812K	0.02%	375
2025 Q3	$909K	Buy	17,980 +11,805	+191%	+$595K	0.01%	500
2025 Q2	$310K	Buy	+6,175	New	+$308K	﹤0.01%	754

Other funds holding SMMU

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Prime Capital Investment Advisors's SMMU Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 9.5% in Q2 2026, buying an estimated $229K and bringing the position to 52,465 shares worth $2.65M. The position accounts for 0.03% of the portfolio, ranked #341.

Prime Capital Investment Advisors first reported a position in SMMU in Q2 2025 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Prime Capital Investment Advisors held 52,465 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $2.65M as of Q2 2026.
Prime Capital Investment Advisors bought 4,540 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $229K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.03% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #341 holding.
Prime Capital Investment Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
158 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.