SMMU PIMCO ETF TR

Ownership history in Crumly & Associates Inc.  ·  26 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported PIMCO ETF TR (SMMU) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.11% in 2026 Q1. The latest visible filing shows SMMU at 1.11% 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 Crumly & Associates Inc.'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 Q1

SMMU was reported at 1.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Crumly & Associates Inc. 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 105,091 +14,231 +15.7% 1.11% $5.3M 2026-05-15 (Est.) $50.56
2025 Q4 ADDED 90,860 +2,410 +2.7% 0.96% $4.6M 2026-01-14 $50.30
2025 Q3 ADDED 88,450 +19,468 +28.2% 0.98% $4.5M 2025-11-03 $49.81
2025 Q2 REDUCED 68,982 -5,991 -8.0% 0.84% $3.5M 2025-07-02 $49.05
2025 Q1 ADDED 74,973 +10,595 +16.5% 1.04% $3.8M 2025-04-22 $48.14
2024 Q4 REDUCED 64,378 -972 -1.5% 0.87% $3.2M 2025-02-03 $48.37
2024 Q3 ADDED 65,350 +21,070 +47.6% 0.91% $3.3M 2024-11-01 $47.95
2024 Q2 REDUCED 44,280 -22,518 -33.7% 0.64% $2.2M 2024-08-02 $47.86
2024 Q1 REDUCED 66,798 -976 -1.4% 0.88% $3.3M 2024-05-01 $46.98
2023 Q4 ADDED 67,774 +41,647 +159.4% 0.94% $3.4M 2024-01-29 $46.90
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Crumly & Associates Inc. and SMMU

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

How long has Crumly & Associates Inc. reported owning SMMU?

Crumly & Associates Inc. reported SMMU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SMMU position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for SMMU was 1.11% in 2026 Q1.

What is the latest reported SMMU position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 105,091 shares, equal to 1.11% of portfolio, with an estimated market value of $5.3M.

What does the chart on this SMMU ownership page compare?

The chart compares Crumly & Associates Inc.'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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