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PIMCO Short Term Mncpl shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of PIMCO Short Term Mncpl (SMMU) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Short Term Mncpl held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO Short Term Mncpl by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $872k 17k 50.50

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding PIMCO Short Term Mncpl

Morgan Stanley
Captrust Financial Advisors
Bank of America Corporation
Stonebridge Financial Group
CWM
Cetera Investment Advisers
Jpmorgan Chase & Co
LPL Financial
Wealth Enhancement Advisory Services
Raymond James Financial
Biltmore Wealth Management
John A. Wolfe & Associates
Advisor Group Holdings
TD Capital Management
Wells Fargo & Company

View all funds holding PIMCO Short Term Mncpl