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PIMCO Short Term Mncpl shares owned by Unique Wealth

Quarter-by-quarter ownership of PIMCO Short Term Mncpl (SMMU) shares owned by Unique Wealth from 13F filings

Historical chart of Unique Wealth investment in PIMCO Short Term Mncpl

Dec 292024Jan 122025Jan 26Feb 9Feb 23Mar 9Mar 230.5M1M1.5M2M10k20k30k40k
Value ($)Share countHistorical SMMU position of Unique Wealth Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in PIMCO Short Term Mncpl by Unique Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.9M 38k 50.02
2024-12-31 $442k 8.9k 49.84

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Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
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Blackrock Etf Trust Us Eqt Factor (DYNF)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Tcw Etf Trust Transform System (PWRD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Unique Wealth

Top funds holding PIMCO Short Term Mncpl

Bank of America Corporation
Morgan Stanley
CWM
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Stonebridge Financial Group
Captrust Financial Advisors
Biltmore Wealth Management
LPL Financial
HPM Partners
TD Capital Management
Condor Capital Management
Wells Fargo & Company
Raymond James Financial
Jpmorgan Chase & Co

View all funds holding PIMCO Short Term Mncpl