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

Summit Financial’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 		$2.69M Buy
53,416
+31,154
+140% +$1.58M 0.03% 492
2025
Q4 		$1.13M Buy
22,262
+1,063
+5% +$53.7K 0.02% 626
2025
Q3 		$1.07M Buy
+21,199
New +$1.07M 0.02% 628

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 $57.3B 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 $38.1B 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 $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

Summit Financial's SMMU Position: Q1 2026 in Review

Summit Financial increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 140% in Q1 2026, buying an estimated $1.58M and bringing the position to 53,416 shares worth $2.69M. The position accounts for 0.03% of the portfolio, ranked #492.

Summit Financial first reported a position in SMMU in Q3 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

  • Summit Financial held 53,416 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $2.69M as of Q1 2026.
  • Summit Financial bought 31,154 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.58M.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.03% of Summit Financial's portfolio in Q1 2026, its #492 holding.
  • Summit Financial first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.