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 Q2	$3.83M	Buy	75,833 +22,417	+42%	+$1.13M	0.04%	422
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 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

Summit Financial's SMMU Position: Q2 2026 in Review

Summit Financial increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 42% in Q2 2026, buying an estimated $1.13M and bringing the position to 75,833 shares worth $3.83M. The position accounts for 0.04% of the portfolio, ranked #422.

Summit Financial first reported a position in SMMU in Q3 2025 and has held it in 4 quarters since. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Summit Financial held 75,833 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $3.83M as of Q2 2026.
Summit Financial bought 22,417 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.13M.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.04% of Summit Financial's portfolio in Q2 2026, its #422 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 4 quarters since.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.