WWMSC
SMMU icon

Wagner Wealth Management (South Carolina)’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Wagner Wealth Management (South Carolina)’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
2024
Q3 		– Sell
-322
Closed -$16.1K – 261
2024
Q2 		$16.1K Buy
+322
New +$16K ﹤0.01% 200

Other funds holding SMMU

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SMMU Position: Q3 2024 in Review

Wagner Wealth Management (South Carolina) sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q3 2024, closing a stake of 322 shares — an estimated $16.1K sold.

Wagner Wealth Management (South Carolina) first reported a position in SMMU in Q2 2024 and held it in 1 quarter. The position peaked at $16.1K in Q2 2024. 147 funds tracked by Wall St. Rank hold SMMU as of Q3 2024.

  • Wagner Wealth Management (South Carolina) reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 322 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2024, an estimated $16.1K.
  • Wagner Wealth Management (South Carolina) first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2024 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $16.1K in Q2 2024.
  • 147 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2024, filed 11 Oct 2024.