SEC 13F Intelligence

Websterrogers Financial Advisors, LLC / SMMU

Websterrogers Financial Advisors, LLC’s Pimco Etf Tr Position

Does Websterrogers Financial Advisors, LLC own Pimco Etf Tr (SMMU)? Yes — 161.6K shares worth $8M (+2.09% of its 13F portfolio) as of Q2 2026, up from 160.9K shares the prior filed quarter.

Position Value
$8M
Q2 2026
Shares
161.6K
% of Portfolio
+2.09%
Quarters Held
23
currently held

Position History SMMU

Reported value by quarter
Q4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $5MQ3 ’21Q4 ’21: $6MQ1 ’22: $3MQ2 ’22: $6MQ2 ’22Q3 ’22: $6MQ4 ’22: $6MQ1 ’23: $6MQ1 ’23Q2 ’23: $6MQ3 ’23: $6MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ3 ’24: $6MQ3 ’24Q4 ’24: $6MQ1 ’25: $6MQ2 ’25: $6MQ2 ’25Q3 ’25: $7MQ4 ’25: $8MQ1 ’26: $8MQ1 ’26Q2 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026161.6K$8M+2.09%
Q1 2026160.9K$8M+2.32%
Q4 2025152.3K$8M+2.23%
Q3 2025133.0K$7M+2.02%
Q2 2025128.7K$6M+2.05%
Q1 2025127.7K$6M+2.18%
Q4 2024128.9K$6M+2.23%
Q3 2024122.9K$6M+2.17%
Q2 2024127.4K$6M+2.26%
Q1 2024118.2K$6M+2.10%
Q4 2023107.9K$5M+2.25%
Q3 2023121.4K$6M+2.61%
Q2 2023125.0K$6M+2.70%
Q1 2023125.8K$6M+2.88%
Q4 2022124.3K$6M+2.97%
Q3 2022130.4K$6M+3.35%
Q2 2022130.2K$6M+3.16%
Q1 202262.5K$3M+1.59%
Q4 2021113.9K$6M+1.32%
Q3 2021103.2K$5M+1.23%
Q2 2021100.0K$5M+1.23%
Q1 202196.3K$5M+1.34%
Q4 202087.4K$5M+1.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Websterrogers Financial Advisors, LLC’s full portfolio or all institutional holders of SMMU.