Advocacy Wealth Management Services’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Advocacy Wealth Management Services’s Portfolio PMBS Stock Details PMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53.8M	Buy	1,089,742 +31,006	+3%	+$1.53M	1.96%	15
2026 Q1	$52.5M	Sell	1,058,736 -220,579	-17%	-$11M	2.32%	12
2025 Q4	$63.6M	Sell	1,279,315 -59,057	-4%	-$2.94M	2.66%	12
2025 Q3	$66.5M	Buy	1,338,372 +30,307	+2%	+$1.49M	2.88%	11
2025 Q2	$64.2M	Buy	1,308,065 +95,046	+8%	+$4.6M	3.94%	10
2025 Q1	$59.5M	Buy	+1,213,019	New	+$58.7M	4.05%	9

Other funds holding PMBS

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advocacy Wealth Management Services's PMBS Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 2.9% in Q2 2026, buying an estimated $1.53M and bringing the position to 1,089,742 shares worth $53.8M. The position accounts for 1.96% of the portfolio, ranked #15.

Advocacy Wealth Management Services first reported a position in PMBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $66.5M in Q3 2025. 106 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

Advocacy Wealth Management Services held 1,089,742 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $53.8M as of Q2 2026.
Advocacy Wealth Management Services bought 31,006 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.53M.
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 1.96% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #15 holding.
Advocacy Wealth Management Services first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
Advocacy Wealth Management Services's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $66.5M in Q3 2025.
106 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.