Strategic Wealth Partners’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Strategic Wealth Partners’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	$46	Hold	1	–	–	﹤0.01%	1409
2026 Q1	$46	Hold	1	–	–	﹤0.01%	1421
2025 Q4	$46	Sell	1 -11,500	-100%	-$581K	﹤0.01%	1412
2025 Q3	$582K	Buy	+11,501	New	+$580K	0.04%	210

Other funds holding SMMU

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Strategic Wealth Partners's SMMU Position: Q2 2026 in Review

Strategic Wealth Partners held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q2 2026 at 1 share worth $46. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Strategic Wealth Partners first reported a position in SMMU in Q3 2025 and has held it in 4 quarters since. The position peaked at $582K in Q3 2025. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Strategic Wealth Partners held 1 share of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $46 as of Q2 2026.
Strategic Wealth Partners left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1409 holding.
Strategic Wealth Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
Strategic Wealth Partners's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $582K in Q3 2025.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.