Wealth Enhancement Advisory Services
SMMU icon

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
Q2 		$25M Sell
495,505
-1,552
-0.3% -$78.3K 0.04% 375
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

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 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
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Wealth Enhancement Advisory Services's SMMU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.31% in Q2 2026, selling an estimated $78.3K and leaving 495,505 shares worth $25M. The position accounts for 0.04% of the portfolio, ranked #375.

Wealth Enhancement Advisory Services first reported a position in SMMU in Q2 2023 and has held it in 13 quarters since. The position peaked at $42.2M in Q2 2025. 33 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • Wealth Enhancement Advisory Services held 495,505 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $25M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,552 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $78.3K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #375 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 13 quarters since.
  • Wealth Enhancement Advisory Services's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $42.2M in Q2 2025.
  • 33 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.