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

Visionary Wealth Advisors’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
2025 Q2	–	Sell	-8,983	Closed	-$449K	–	596
2025 Q1	$449K	Sell	8,983 -11,556	-56%	-$578K	0.03%	363
2024 Q4	$1.02M	Sell	20,539 -1,799	-8%	-$90.1K	0.06%	249
2024 Q3	$1.13M	Sell	22,338 -902	-4%	-$45.3K	0.07%	237
2024 Q2	$1.16M	Buy	23,240 +995	+4%	+$49.5K	0.08%	229
2024 Q1	$1.11M	Buy	22,245 +4,356	+24%	+$218K	0.07%	226
2023 Q4	$895K	Buy	17,889 +4,700	+36%	+$232K	0.07%	238
2023 Q3	$646K	Sell	13,189 -35	-0.3%	-$1.73K	0.05%	258
2023 Q2	$655K	Buy	13,224 +1,074	+9%	+$53.2K	0.05%	254
2023 Q1	$605K	Buy	12,150 +8,084	+199%	+$401K	0.05%	255
2022 Q4	$200K	Sell	4,066 -84,410	-95%	-$4.14M	0.02%	396
2022 Q3	$4.32M	Buy	88,476 +7,803	+10%	+$387K	0.45%	61
2022 Q2	$4M	Buy	+80,673	New	+$3.99M	0.36%	78
2022 Q1	–	Sell	-5,430	Closed	-$278K	–	456
2021 Q4	$278K	Buy	+5,430	New	+$278K	0.02%	305

Other funds holding SMMU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Visionary Wealth Advisors's SMMU Position: Q2 2025 in Review

Visionary Wealth Advisors sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2025, closing a stake of 8,983 shares — an estimated $449K sold.

Visionary Wealth Advisors first reported a position in SMMU in Q4 2021 and held it in 13 quarters. The position peaked at $4.32M in Q3 2022. 170 funds tracked by Wall St. Rank hold SMMU as of Q2 2025.

Visionary Wealth Advisors reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Visionary Wealth Advisors sold 8,983 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2025, an estimated $449K.
Visionary Wealth Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2021 and held it in 13 quarters.
Visionary Wealth Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $4.32M in Q3 2022.
170 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2025.

Based on Visionary Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.