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

Sowell 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
2021 Q2	–	Sell	-984	Closed	-$51K	–	2379
2021 Q1	$51K	Hold	984	–	–	﹤0.01%	1656
2020 Q4	$51K	Hold	984	–	–	﹤0.01%	1395
2020 Q3	$50K	Hold	984	–	–	﹤0.01%	1203
2020 Q2	$50K	Hold	984	–	–	﹤0.01%	1161
2020 Q1	$50K	Hold	984	–	–	﹤0.01%	1064
2019 Q4	$50K	Hold	984	–	–	﹤0.01%	1150
2019 Q3	$50K	Buy	+984	New	+$49.9K	﹤0.01%	1001

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 $38B AUM 19.66% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return

R.M. Davis Inc Portland, Maine $5.63B AUM 21.26% 1-Year Est. Return

Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Websterrogers Financial Advisors Florence, South Carolina $350M AUM 14.37% 1-Year Est. Return