SMMU β€” PIMCO ETF TR

Ownership history in SITTNER & NELSON, LLC  Β·  18 quarters on record

AI Ownership Summary

SITTNER & NELSON, LLC reported PIMCO ETF TR (SMMU) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.55% in 2025 Q4. The latest visible filing shows SMMU at 1.55% 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 SITTNER & NELSON, 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
2025 Q4

SMMU was reported at 1.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.55% 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
2023 Q4 to 2025 Q4

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 SITTNER & NELSON, LLC held SMMU β€” position size vs. price
% of Fund (quarterly)    SMMU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 86,441 +51,147 +144.9% 1.55% $4.4M 2026-02-14 (Est.) $50.60
2025 Q3 REDUCED 35,294 -744 -2.1% 0.65% $1.8M 2025-11-14 $49.86
2025 Q2 ADDED 36,038 +29,188 +426.1% 0.73% $1.8M 2025-08-08 $49.41
2025 Q1 ADDED 6,850 +2,150 +45.7% 0.15% $343K 2025-05-13 $48.58
2024 Q4 UNCHANGED 4,700 β€” 0% 0.10% $234K 2025-02-11 $48.42
2024 Q3 ADDED 4,700 +700 +17.5% 0.11% $237K 2024-10-31 $47.98
2024 Q2 UNCHANGED 4,000 β€” 0% 0.10% $199K 2024-08-13 $47.84
2024 Q1 REDUCED 4,000 -2,000 -33.3% 0.10% $200K 2024-05-10 $47.16
2023 Q4 REDUCED 6,000 -7,165 -54.4% 0.16% $300K 2024-02-13 $46.88
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SMMU

As of 2026 Q1 β€” sorted by position size

Crumly & Associates Inc. 3Y 1.11%

FAQ About SITTNER & NELSON, 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 SITTNER & NELSON, LLC reported owning SMMU?

SITTNER & NELSON, LLC reported SMMU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SMMU position in SITTNER & NELSON, LLC's portfolio?

The largest reported portfolio weight for SMMU was 1.55% in 2025 Q4.

What is the latest reported SMMU position on this page?

The most recent filing on this page is 2025 Q4, when SITTNER & NELSON, LLC reported 86,441 shares, equal to 1.55% of portfolio, with an estimated market value of $4.4M.

What does the chart on this SMMU ownership page compare?

The chart compares SITTNER & NELSON, 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.

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