Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
27.8K+ 23.63% |
$1.4M - $1.41M
|
145K
$7.33M
|
|
|
Jan 21, 2026
Q4 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
23.2KNew |
$1.17M - $1.17M
|
23.2K
$1.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
19.4K+ 14.57% |
$976K - $980K
|
152K
$7.68M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.1K+ 89.46% |
$810K - $814K
|
34.1K
$1.72M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
14.1K+ 80.29% |
$708K - $711K
|
31.6K
$1.59M
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12.7K+ 1.21% |
$639K - $642K
|
1.06M
$53.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
8.28K+ 20.68% |
$417K - $419K
|
48.3K
$2.44M
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
7.92K+ 14.82% |
$399K - $401K
|
61.4K
$3.09M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.93K+ 41.38% |
$349K - $350K
|
23.7K
$1.19M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.44K+ 21.7% |
$324K - $326K
|
36.1K
$1.82M
|
|
|
Jan 16, 2026
Q4 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
5.72K+ 1.44% |
$288K - $289K
|
404K
$20.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.03K+ 33.09% |
$254K - $255K
|
20.2K
$1.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.5K+ 12.22% |
$226K - $227K
|
41.3K
$2.08M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.51KNew |
$126K - $127K
|
2.51K
$127K
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
2.41K+ 2.72% |
$121K - $122K
|
90.9K
$4.58M
|
|
|
Jan 23, 2026
Q4 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
1.92K+ 15.18% |
$96.9K - $97.3K
|
14.6K
$736K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.64K+ 18.25% |
$82.8K - $83.1K
|
10.6K
$537K
|
|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
BUY
|
- |
1.16K+ 3.56% |
$58.2K - $58.5K
|
33.6K
$1.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.09K+ 2.2% |
$54.8K - $55K
|
50.6K
$2.55M
|
|
|
Jan 22, 2026
Q4 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
995+ 7.54% |
$50.1K - $50.3K
|
14.2K
$716K
|
|
|
Jan 16, 2026
Q4 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
989+ 3.85% |
$49.8K - $50K
|
26.7K
$1.35M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
891New |
$44.9K - $45.1K
|
891
$44.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
555+ 6.86% |
$28K - $28.1K
|
8.65K
$436K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
344+ 1.56% |
$17.3K - $17.4K
|
22.5K
$1.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
119+ 1.03% |
$5.99K - $6.02K
|
11.6K
$587K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$5.04K - $5.06K
|
100
$5.04K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
50+ 0.22% |
$2.52K - $2.53K
|
22.6K
$1.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.07% |
$403 - $405
|
11K
$556K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4+ 3.96% |
$201 - $202
|
105
$5.29K
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-31- 0.56% |
$1.56K - $1.57K
|
5.5K
$277K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-78- 1.03% |
$3.93K - $3.95K
|
7.48K
$377K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-226- 30.54% |
$11.4K - $11.4K
|
514
$25.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-227- 1.86% |
$11.4K - $11.5K
|
12K
$604K
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1.31K- 5.58% |
$65.7K - $66K
|
22.1K
$1.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.14K- 8.93% |
$158K - $159K
|
32K
$1.61M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.3K- 12.59% |
$216K - $217K
|
29.8K
$1.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-4.74K- 6.8% |
$239K - $240K
|
64.9K
$3.27M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.75K- 10.27% |
$239K - $240K
|
41.5K
$2.09M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-20.2K- 29.65% |
$1.02M - $1.02M
|
47.9K
$2.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-64.6K- 8.18% |
$3.25M - $3.27M
|
724K
$36.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-85.5K- 15.32% |
$4.31M - $4.33M
|
473K
$23.8M
|
|