Purchases and Sales Made in Q2 2025 in Pimco ETF Tr Sht Term Mun Bd A (SMMU)
This table provides information about the institutional ownership of Pimco ETF Tr Sht Term Mun Bd A (SMMU) during Q2 2025. The information is specifically focused on institutions that hold shares of PIMCO ETF TR SHT TERM MUN BD A.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
436K+ 69.37% |
$21.4M - $21.9M
|
1.06M
$53.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
153K+ 22.13% |
$7.5M - $7.66M
|
842K
$42.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
31.7K+ 82.92% |
$1.56M - $1.59M
|
69.9K
$3.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
21.9K+ 29.4% |
$1.08M - $1.1M
|
96.5K
$4.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
20.1K+ 4.91% |
$990K - $1.01M
|
430K
$21.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
12.5KNew |
$615K - $627K
|
12.5K
$627K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
11.3K+ 13.5% |
$557K - $568K
|
95.2K
$4.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
7.2K+ 42.05% |
$354K - $361K
|
24.3K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.58K+ 9.99% |
$324K - $330K
|
72.5K
$3.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.53KNew |
$321K - $327K
|
6.53K
$327K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.37K+ 31.56% |
$313K - $319K
|
26.5K
$1.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.18KNew |
$304K - $310K
|
6.18K
$310K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.2K+ 14.99% |
$256K - $261K
|
39.9K
$2M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.27KNew |
$210K - $214K
|
4.27K
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 5.5% |
$51.2K - $52.2K
|
20K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
1.02K+ 9.33% |
$50K - $51K
|
11.9K
$598K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
969+ 0.76% |
$47.7K - $48.6K
|
129K
$6.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
472+ 2.15% |
$23.2K - $23.7K
|
22.4K
$1.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
203+ 0.63% |
$9.98K - $10.2K
|
32.3K
$1.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
143+ 0.34% |
$7.03K - $7.17K
|
42.3K
$2.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
50+ 0.65% |
$2.46K - $2.51K
|
7.76K
$389K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
40+ 0.67% |
$1.97K - $2.01K
|
5.98K
$300K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
37+ 0.26% |
$1.82K - $1.86K
|
14K
$704K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
27New |
$1.33K - $1.35K
|
27
$1.36K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22+ 0.07% |
$1.08K - $1.1K
|
32.3K
$1.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$295 - $301
|
5.06K
$254K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.93% |
$49.2 - $50.2
|
109
$5.47K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-298- 1.16% |
$14.7K - $15K
|
25.4K
$1.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-542- 25.07% |
$26.7K - $27.2K
|
1.62K
$81.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-813- 2.58% |
$40K - $40.8K
|
30.7K
$1.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-887- 14.04% |
$43.6K - $44.5K
|
5.43K
$273K
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.19K- 13.67% |
$58.7K - $59.9K
|
7.54K
$378K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.24K- 8.87% |
$61K - $62.3K
|
12.8K
$640K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.4K- 10.1% |
$69K - $70.4K
|
12.5K
$627K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.52K- 1.66% |
$74.6K - $76.1K
|
90.1K
$4.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-2.6K- 8.19% |
$128K - $130K
|
29.2K
$1.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.11K- 19.44% |
$153K - $156K
|
12.9K
$648K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3.19K- 19.01% |
$157K - $160K
|
13.6K
$682K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.81K- 96.63% |
$187K - $191K
|
133
$6.68K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-5.99K- 7.99% |
$295K - $301K
|
69K
$3.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-15.1K- 40.48% |
$744K - $759K
|
22.2K
$1.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-161K- 23.01% |
$7.94M - $8.1M
|
540K
$27.1M
|