Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

SMMUSMMU
Showing 8 of 13 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in PIMCO ETF TR

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 495,505 shares of SMMU (PIMCO ETF TR), worth $25M as of 2026-Q2. The position was decreased (-0.3% shares). SMMU represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$25M

Current Shares

495,505

Total Value Change

-$6.2M

Total Shares Change

-122,515

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
495,505
-0.3%
$25M0.0%$50.25
0
2026-Q1
Decreased
497,057
-31.4%
$25.1M0.1%$49.84
0
2025-Q4
Decreased
724,387
-8.2%
$36.6M0.0%$49.60
0
2025-Q3
Decreased
788,939
-6.3%
$39.8M0.1%$49.26
0
2025-Q2
Increased
842,230
+22.1%
$42.2M0.1%$48.53
35
2025-Q1
Increased
689,632
+15.6%
$34.5M0.1%$48.05
33
2024-Q4
Decreased
596,414
-3.5%
$29.7M0.1%$47.66
0
2024-Q3
Decreased
618,020
-6.0%
$31.2M0.1%$47.80
0

Other major holders of SMMU: MORGAN STANLEY

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used