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Syntegra Private Wealth Group’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Syntegra Private Wealth Group’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 		$1.39M Buy
+27,547
New +$1.39M 0.11% 56

Other funds holding SMMU

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 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 $320M AUM 21.88% 1-Year Est. Return
JAWA
John A. Wolfe & Associates Portage, Michigan $72.6M AUM
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
OCA
Optimus Capital Advisors Coppel, Texas $186M AUM
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

Syntegra Private Wealth Group's SMMU Position: Q2 2026 in Review

Syntegra Private Wealth Group opened a new position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2026: 27,547 shares worth $1.39M. The stake represents 0.11% of the portfolio and ranks #56 among its holdings.

99 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • Syntegra Private Wealth Group held 27,547 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.39M as of Q2 2026.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund was a new Syntegra Private Wealth Group position in Q2 2026.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.11% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #56 holding.
  • 99 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.