Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$22.7M Sell
459,845
-35,660
-7% -$1.79M 0.03% 445
2026
Q2 		$25M Sell
495,505
-1,552
-0.3% -$78.3K 0.04% 376
2026
Q1 		$25.1M Sell
497,057
-227,330
-31% -$11.5M 0.05% 324
2025
Q4 		$36.6M Sell
724,387
-64,552
-8% -$3.26M 0.05% 322
2025
Q3 		$39.8M Sell
788,939
-53,291
-6% -$2.69M 0.06% 279
2025
Q2 		$42.2M Buy
842,230
+152,598
+22% +$7.61M 0.07% 255
2025
Q1 		$34.5M Buy
689,632
+93,218
+16% +$4.66M 0.07% 271
2024
Q4 		$29.7M Sell
596,414
-21,606
-3% -$1.08M 0.06% 296
2024
Q3 		$31.2M Sell
618,020
-39,596
-6% -$1.99M 0.07% 278
2024
Q2 		$32.8M Buy
657,616
+18,450
+3% +$918K 0.08% 242
2024
Q1 		$31.9M Buy
639,166
+97,535
+18% +$4.88M 0.08% 239
2023
Q4 		$27.1M Buy
541,631
+275,468
+103% +$13.6M 0.08% 238
2023
Q3 		$13M Buy
266,163
+244,973
+1,156% +$12.1M 0.04% 354
2023
Q2 		$1.05M Buy
+21,190
New +$1.05M 0.01% 258

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JAWA
John A. Wolfe & Associates Portage, Michigan $77.3M AUM 7.72% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
TD Capital Management
TD Capital Management Memphis, Tennessee $1.23B AUM 7.62% 1-Year Est. Return

Wealth Enhancement Advisory Services's SMMU Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 7.2% in Q3 2026, selling an estimated $1.79M and leaving 459,845 shares worth $22.7M. The position accounts for 0.03% of the portfolio, ranked #445.

Wealth Enhancement Advisory Services first reported a position in SMMU in Q2 2023 and has held it in 14 quarters since. The position peaked at $42.2M in Q2 2025. 182 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

  • Wealth Enhancement Advisory Services held 459,845 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $22.7M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 35,660 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $1.79M.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #445 holding.
  • Wealth Enhancement Advisory Services first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $42.2M in Q2 2025.
  • 182 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.