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	–	2376
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

RMDI

R.M. Davis Inc Portland, Maine $6.34B AUM 29% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Sowell Financial Services's SMMU Position: Q2 2021 in Review

Sowell Financial Services sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2021, closing a stake of 984 shares — an estimated $51K sold.

Sowell Financial Services first reported a position in SMMU in Q3 2019 and held it in 7 quarters. The position peaked at $51K in Q1 2021. 73 funds tracked by Wall St. Rank hold SMMU as of Q2 2021.

Sowell Financial Services reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 984 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2021, an estimated $51K.
Sowell Financial Services first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $51K in Q1 2021.
73 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.