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

Stratos 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 		$978K Sell
19,366
-1,654
-8% -$83.4K 0.01% 849
2026
Q1 		$1.06M Buy
21,020
+779
+4% +$39.5K 0.01% 770
2025
Q4 		$1.02M Buy
20,241
+5,033
+33% +$254K 0.01% 763
2025
Q3 		$769K Buy
15,208
+70
+0.5% +$3.53K 0.01% 857
2025
Q2 		$759K Buy
+15,138
New +$755K 0.01% 790
2023
Q4 		– Sell
-5,994
Closed -$293K – 1420
2023
Q3 		$293K Sell
5,994
-9,115
-60% -$450K 0.01% 1026
2023
Q2 		$748K Sell
15,109
-607
-4% -$30.1K 0.02% 627
2023
Q1 		$782K Buy
15,716
+584
+4% +$29K 0.02% 553
2022
Q4 		$746K Sell
15,132
-11,920
-44% -$585K 0.02% 593
2022
Q3 		$1.32M Buy
27,052
+2,657
+11% +$132K 0.04% 411
2022
Q2 		$1.21M Buy
24,395
+2,985
+14% +$148K 0.03% 453
2022
Q1 		$1.07M Buy
21,410
+255
+1% +$12.9K 0.02% 529
2021
Q4 		$1.08M Buy
21,155
+2,188
+12% +$112K 0.02% 535
2021
Q3 		$973K Buy
18,967
+2,335
+14% +$120K 0.02% 533
2021
Q2 		$856K Buy
16,632
+2,394
+17% +$123K 0.02% 583
2021
Q1 		$731K Buy
14,238
+2,335
+20% +$120K 0.02% 594
2020
Q4 		$612K Buy
11,903
+147
+1% +$7.54K 0.02% 607
2020
Q3 		$603K Buy
11,756
+502
+4% +$25.7K 0.02% 556
2020
Q2 		$575K Buy
11,254
+5,041
+81% +$255K 0.02% 546
2020
Q1 		$314K Buy
6,213
+1,240
+25% +$62.7K 0.01% 672
2019
Q4 		$252K Buy
+4,973
New +$252K 0.01% 822

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
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

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

Stratos Wealth Partners reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 7.9% in Q2 2026, selling an estimated $83.4K and leaving 19,366 shares worth $978K. The position accounts for 0.01% of the portfolio, ranked #849.

Stratos Wealth Partners first reported a position in SMMU in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.32M in Q3 2022. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • Stratos Wealth Partners held 19,366 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $978K as of Q2 2026.
  • Stratos Wealth Partners sold 1,654 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $83.4K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #849 holding.
  • Stratos Wealth Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2019 and has held it in 21 quarters since.
  • Stratos Wealth Partners's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.32M in Q3 2022.
  • 202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.