Kuhn & Co Investment Counsel SMMU — PIMCO ETF TR

Ownership history in Kuhn & Co Investment Counsel  ·  12 quarters on record

AI Ownership Summary

Kuhn & Co Investment Counsel reported PIMCO ETF TR (SMMU) in 12 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.57% in 2025 Q1. The latest visible filing shows SMMU at 0.49% 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 Kuhn & Co Investment Counsel'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 Q3

SMMU was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2025 Q1

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 Kuhn & Co Investment Counsel fund profile Kuhn & Co Investment Counsel full holdings
How Kuhn & Co Investment Counsel 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 18,097 +523 +3.0% 0.49% $894K 2026-10-29 $50.27
2026 Q2 ADDED — — — 17,574 +859 +5.1% 0.51% $887K 2026-07-31 $49.92
2026 Q1 ADDED — — — 16,715 +1,583 +10.5% 0.54% $843K 2026-05-12 $49.77
2025 Q4 ADDED — — — 15,132 +2,261 +17.6% 0.51% $763K 2026-02-09 $49.80
2025 Q3 REDUCED 11.2% +0.7% ❌ 12,871 -1,624 -11.2% 0.51% $651K 2025-10-28 $49.14
2025 Q2 ADDED — — — 14,495 +892 +6.6% 0.55% $727K 2025-08-13 $48.76
2025 Q1 ADDED — — — 13,603 +2,736 +25.2% 0.57% $680K 2025-05-14 $47.83
2024 Q4 ADDED — — — 10,867 +1,790 +19.7% 0.46% $542K 2025-01-30 $47.65
2024 Q3 ADDED — — — 9,077 +524 +6.1% 0.39% $458K 2024-11-14 $47.30
2024 Q2 ADDED — — — 8,553 +1,157 +15.6% 0.38% $427K 2024-08-08 $47.09
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SMMU

As of 2026 Q3 — sorted by position size

Biltmore Wealth Management, LLC 3Y 7Y 6.49% Stonebridge Financial Group, LLC 3.73% PEOPLES BANK /OH 3Y 7Y 1.39% Crumly & Associates Inc. 3Y 1.15% MBM WEALTH CONSULTANTS, LLC 3Y 7Y 0.91% ABLE Financial Group, LLC 3Y 0.73% EHRLICH FINANCIAL GROUP 0.69% Summit Financial Consulting LLC 0.6% Main Line Retirement Advisors, LLC 3Y 0.51% LifeWealth Investments, LLC 0.48%

FAQ About Kuhn & Co Investment Counsel and SMMU

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

How long has Kuhn & Co Investment Counsel reported owning SMMU?

Kuhn & Co Investment Counsel reported SMMU across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported SMMU position in Kuhn & Co Investment Counsel's portfolio?

The largest reported portfolio weight for SMMU was 0.57% in 2025 Q1.

What is the latest reported SMMU position on this page?

The most recent filing on this page is 2026 Q3, when Kuhn & Co Investment Counsel reported 18,097 shares, equal to 0.49% of portfolio, with an estimated market value of $894K.

What does the chart on this SMMU ownership page compare?

The chart compares Kuhn & Co Investment Counsel'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 Kuhn & Co Investment Counsel time their SMMU position?

Based on 13F filing dates vs. subsequent SMMU price moves, Kuhn & Co Investment Counsel correctly timed 8 out of 11 reported position changes (73%). The annualised alpha on SMMU relative to SPY over the holding period was +128.2%.

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