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

Verus Capital 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
2020
Q1 		$55K Buy
1,096
+839
+326% +$42.4K 0.02% 463
2019
Q4 		$13K Buy
+257
New +$13K ﹤0.01% 1045

Other funds holding SMMU

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $446M AUM 13.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Verus Capital Partners's SMMU Position: Q1 2020 in Review

Verus Capital Partners increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 326% in Q1 2020, buying an estimated $42.4K and bringing the position to 1,096 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #463.

Verus Capital Partners first reported a position in SMMU in Q4 2019 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold SMMU as of Q1 2020.

  • Verus Capital Partners held 1,096 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $55K as of Q1 2020.
  • Verus Capital Partners bought 839 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2020, an estimated $42.4K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.02% of Verus Capital Partners's portfolio in Q1 2020, its #463 holding.
  • Verus Capital Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2019 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.