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 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
153K+ 22.13% |
$7.5M - $7.65M
|
842K
$42.2M
|
|
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 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
$6.45M
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
203+ 0.63% |
$9.98K - $10.2K
|
32.3K
$1.62M
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
40+ 0.67% |
$1.97K - $2.01K
|
5.98K
$300K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
27New |
$1.33K - $1.35K
|
27
$1.35K
|
|
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 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-298- 1.16% |
$14.7K - $14.9K
|
25.4K
$1.27M
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-813- 2.58% |
$40K - $40.8K
|
30.7K
$1.54M
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-2.6K- 8.19% |
$128K - $130K
|
29.2K
$1.46M
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-5.99K- 7.99% |
$295K - $301K
|
69K
$3.46M
|