Advisors Preferred’s PennyMac Mortgage Investment PMT Stock Holding History

Advisors Preferred’s Portfolio PMT Stock Details PMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-28,703	Closed	-$373K	–	282
2025 Q2	$373K	Sell	28,703 -19,587	-41%	-$250K	0.06%	131
2025 Q1	$706K	Buy	+48,290	New	+$661K	0.09%	133
2024 Q3	–	Sell	-291,728	Closed	-$3.97M	–	237
2024 Q2	$3.97M	Buy	+291,728	New	+$4.09M	0.69%	37
2024 Q1	–	Sell	-140,333	Closed	-$2.1M	–	261
2023 Q4	$2.1M	Buy	+140,333	New	+$1.88M	0.35%	69
2019 Q4	–	Sell	-5,095	Closed	-$113K	–	304
2019 Q3	$113K	Sell	5,095 -21,971	-81%	-$484K	0.03%	113
2019 Q2	$591K	Buy	+27,066	New	+$574K	0.2%	48

Other funds holding PMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Advisors Preferred's PMT Position: Q3 2025 in Review

Advisors Preferred sold out of PennyMac Mortgage Investment (PMT) in Q3 2025, closing a stake of 28,703 shares — an estimated $373K sold.

Advisors Preferred first reported a position in PMT in Q2 2019 and held it in 6 quarters. The position peaked at $3.97M in Q2 2024. 193 funds tracked by Wall St. Rank hold PMT as of Q3 2025.

Advisors Preferred reported no remaining PennyMac Mortgage Investment position as of Q3 2025 after selling out during the quarter.
Advisors Preferred sold 28,703 PennyMac Mortgage Investment shares in Q3 2025, an estimated $373K.
Advisors Preferred first reported a position in PennyMac Mortgage Investment in Q2 2019 and held it in 6 quarters.
Advisors Preferred's PennyMac Mortgage Investment position peaked at $3.97M in Q2 2024.
193 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2025.

Based on Advisors Preferred's 13F filing for Q3 2025, filed 10 Nov 2025.