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Prospera Financial Services’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-7,541
Closed -$377K – 2465
2022
Q1 		$377K Buy
+7,541
New +$382K 0.02% 677

Other funds holding SMMU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

Prospera Financial Services's SMMU Position: Q2 2022 in Review

Prospera Financial Services sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2022, closing a stake of 7,541 shares — an estimated $377K sold.

Prospera Financial Services first reported a position in SMMU in Q1 2022 and held it in 1 quarter. The position peaked at $377K in Q1 2022. 89 funds tracked by Wall St. Rank hold SMMU as of Q2 2022.

  • Prospera Financial Services reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 7,541 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2022, an estimated $377K.
  • Prospera Financial Services first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $377K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.