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Steward Partners Investment Advisory’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$262K Buy
5,200
+2,600
+100% +$132K ﹤0.01% 1876
2025
Q4 		$131K Sell
2,600
-700
-21% -$35.3K ﹤0.01% 2139
2025
Q3 		$167K Sell
3,300
-300
-8% -$15.1K ﹤0.01% 1960
2025
Q2 		$181K Hold
3,600
– – ﹤0.01% 1806
2025
Q1 		$180K Buy
+3,600
New +$180K ﹤0.01% 1699
2024
Q3 		– Sell
-800
Closed -$39.9K – 3841
2024
Q2 		$39.9K Sell
800
-1,920
-71% -$95.6K ﹤0.01% 2211
2024
Q1 		$136K Buy
2,720
+1,020
+60% +$51K ﹤0.01% 1606
2023
Q4 		$85K Hold
1,700
– – ﹤0.01% 1758
2023
Q3 		$83.2K Buy
+1,700
New +$83.9K ﹤0.01% 1665

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return