Apella Capital, LLC SMMU — PIMCO ETF TR

Ownership history in Apella Capital, LLC  ·  4 quarters on record

AI Ownership Summary

Apella Capital, LLC reported PIMCO ETF TR (SMMU) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows SMMU at 0.01% 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.

What this SMMU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Apella Capital, LLC'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
2026 Q2

SMMU was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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
2025 Q3 to 2026 Q2

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.

SMMU stock page Apella Capital, LLC fund profile Apella Capital, LLC full holdings
How Apella Capital, LLC held SMMU — position size vs. price
% of Fund (quarterly)    SMMU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 11,669 +1,322 +12.8% 0.01% $588K 2026-07-08 $50.33
2026 Q1 REDUCED — — — 10,347 -298 -2.8% 0.01% $523K 2026-04-20 $50.31
2025 Q4 ADDED — — — 10,645 +1,643 +18.3% 0.01% $537K 2026-01-21 $50.07
2025 Q3 INITIATED — — — 9,002 — — 0.01% $455K 2025-10-17 $49.62

🏢 Other funds also holding SMMU

As of 2026 Q2 — sorted by position size

Stonebridge Financial Group, LLC 4.03% Crumly & Associates Inc. 3Y 1.2% INSPIRION WEALTH ADVISORS, LLC 3Y 7Y 0.24% Mills Wealth Advisors LLC 0.12% Private Wealth Group, LLC 3Y 7Y 0.12% Worth Asset Management, LLC 3Y 0.07% Dynamic Advisor Solutions LLC 3Y 7Y 0.05% Gradient Investments LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Beaird Harris Wealth Management, LLC 3Y 0.0%

FAQ About Apella Capital, LLC and SMMU

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

How long has Apella Capital, LLC reported owning SMMU?

Apella Capital, LLC reported SMMU across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported SMMU position in Apella Capital, LLC's portfolio?

The largest reported portfolio weight for SMMU was 0.01% in 2025 Q4.

What is the latest reported SMMU position on this page?

The most recent filing on this page is 2026 Q2, when Apella Capital, LLC reported 11,669 shares, equal to 0.01% of portfolio, with an estimated market value of $588K.

What does the chart on this SMMU ownership page compare?

The chart compares Apella Capital, LLC'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.

How well did Apella Capital, LLC time their SMMU position?

Based on 13F filing dates vs. subsequent SMMU price moves, Apella Capital, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SMMU relative to SPY over the holding period was -14.9%.

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