Wintrust Investments’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Wintrust Investments’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 Q4	$42K	Buy	842 +62	+8%	+$3.1K	0.04%	283
2024 Q3	$39K	Sell	780 -6,854	-90%	-$344K	0.03%	353
2024 Q2	$381K	Buy	7,634 +87	+1%	+$4.33K	0.03%	333
2024 Q1	$377K	Sell	7,547 -236	-3%	-$11.8K	0.03%	335
2023 Q4	$389K	Buy	7,783 +131	+2%	+$6.47K	0.04%	314
2023 Q3	$375K	Buy	7,652 +186	+2%	+$9.18K	0.04%	301
2023 Q2	$370K	Buy	+7,466	New	+$370K	0.04%	301

Other funds holding SMMU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFGP

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Wintrust Investments's SMMU Position: Q4 2024 in Review

Wintrust Investments increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 7.9% in Q4 2024, buying an estimated $3.1K and bringing the position to 842 shares worth $42K. The position accounts for 0.04% of the portfolio, ranked #283.

Wintrust Investments first reported a position in SMMU in Q2 2023 and has held it in 7 quarters since. The position peaked at $389K in Q4 2023. 171 funds tracked by Wall St. Rank hold SMMU as of Q4 2024.

Wintrust Investments held 842 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $42K as of Q4 2024.
Wintrust Investments bought 62 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2024, an estimated $3.1K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.04% of Wintrust Investments's portfolio in Q4 2024, its #283 holding.
Wintrust Investments first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2023 and has held it in 7 quarters since.
Wintrust Investments's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $389K in Q4 2023.
171 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.