SMMU — PIMCO ETF TR

Ownership history in Crossmark Global Holdings, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Crossmark Global Holdings, Inc. 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
0.01% (2025 Q1)
Avg. % of fund
0.01%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 8,062 -3,798 -32.0% 0.01% $408K $49.86
2025 Q2 REDUCED 11,860 -2,243 -15.9% 0.01% $595K $49.12
2025 Q1 INITIATED 14,103 — — 0.01% $691K $48.64
% of Fund (quarterly)    SMMU price (monthly, adj. close)

Other funds also holding SMMU

As of 2025 Q4 — sorted by position size

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% Cedar Point Capital Partners, LLC 1.82% 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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