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PIMCO Short Term Mncpl shares owned by Marshall Financial Group

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

Historical chart of Marshall Financial Group investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PIMCO Short Term Mncpl by Marshall Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $258k 5.1k 50.57
2025-06-30 $256k 5.1k 50.14
2025-03-31 $255k 5.1k 50.02

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
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NVIDIA Corporation (NVDA)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr Pshs Ult S&p 500 (SSO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Broadcom (AVGO)

View all positions for Marshall Financial Group

Top funds holding PIMCO Short Term Mncpl

Morgan Stanley
Stonebridge Financial Group
Jpmorgan Chase & Co
Captrust Financial Advisors
Dynasty Wealth Management
Wealth Enhancement Advisory Services
Cetera Investment Advisers
CWM
Sagespring Wealth Partners
LPL Financial
Biltmore Wealth Management
TD Capital Management
Advisor Group Holdings
Raymond James Financial
Wells Fargo & Company

View all funds holding PIMCO Short Term Mncpl