SMMU β€” PIMCO ETF TR

Ownership history in AIFG Consultants Ltd.  Β·  6 quarters on record

AI Ownership Summary

AIFG Consultants Ltd. reported PIMCO ETF TR (SMMU) in 6 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 4.27% in 2025 Q4. The latest visible filing shows SMMU at 4.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SMMU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AIFG Consultants Ltd.'s position in PIMCO ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SMMU was reported at 4.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.27% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AIFG Consultants Ltd. held SMMU β€” position size vs. price
% of Fund (quarterly)    SMMU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 49,332 +1,620 +3.4% 4.27% $2.5M 2026-02-14 (Est.) $50.60
2025 Q3 ADDED 47,712 +5,371 +12.7% 4.25% $2.4M 2025-10-14 $49.80
2025 Q2 ADDED 42,341 +143 +0.3% 4.14% $2.1M 2025-07-21 $49.14
2025 Q1 ADDED 42,198 +1,533 +3.8% 3.48% $2.1M 2025-04-23 $48.24
2024 Q4 REDUCED 40,665 -5,350 -11.6% 3.31% $2.0M 2025-01-29 $48.33
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SMMU

As of 2026 Q1 β€” sorted by position size

Crumly & Associates Inc. 3Y 1.11%

FAQ About AIFG Consultants Ltd. and SMMU

These are the practical questions this page is built to answer before you even open the full history table.

How long has AIFG Consultants Ltd. reported owning SMMU?

AIFG Consultants Ltd. reported SMMU across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported SMMU position in AIFG Consultants Ltd.'s portfolio?

The largest reported portfolio weight for SMMU was 4.27% in 2025 Q4.

What is the latest reported SMMU position on this page?

The most recent filing on this page is 2025 Q4, when AIFG Consultants Ltd. reported 49,332 shares, equal to 4.27% of portfolio, with an estimated market value of $2.5M.

What does the chart on this SMMU ownership page compare?

The chart compares AIFG Consultants Ltd.'s quarterly SMMU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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