SMMU — PIMCO ETF TR

Ownership history in Cedar Point Capital Partners, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Cedar Point Capital Partners, LLC reported a position in PIMCO ETF TR (SMMU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.41% (2023 Q4)
Avg. % of fund
2.18%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 56,387 -6,676 -10.6% 1.82% $2.8M $50.20
2025 Q3 ADDED 63,063 +1,060 +1.7% 2.09% $3.2M $49.86
2025 Q2 REDUCED 62,003 -4,799 -7.2% 2.19% $3.1M $49.12
2025 Q1 ADDED 66,802 +1,823 +2.8% 2.24% $3.3M $48.64
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SMMU price (monthly, adj. close)

Other funds also holding SMMU

As of 2025 Q4 — sorted by position size

John A. Wolfe & Associates, Inc. 13.26% Biltmore Wealth Management, LLC 3Y 7Y 7.69% AIFG Consultants Ltd. 4.27% CarsonAllaria Wealth Management, Ltd. 3Y 2.43% WEBSTERROGERS FINANCIAL ADVISORS, LLC 3Y 2.23% TD Capital Management LLC 3Y 7Y 1.71% SITTNER & NELSON, LLC 3Y 1.55% CONDOR CAPITAL MANAGEMENT 3Y 7Y 1.06% EHRLICH FINANCIAL GROUP 1.04% Kelman-Lazarov, Inc. 3Y 7Y 1.0%
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