AIM
PMBS

Advyzon Investment Management’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Advyzon Investment Management’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 		$223K Sell
4,519
-984
-18% -$48.6K 0.02% 709
2026
Q1 		$273K Buy
+5,503
New +$275K 0.02% 567

Other funds holding PMBS

Allianz Asset Management
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Advyzon Investment Management's PMBS Position: Q2 2026 in Review

Advyzon Investment Management reduced its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 18% in Q2 2026, selling an estimated $48.6K and leaving 4,519 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #709.

Advyzon Investment Management first reported a position in PMBS in Q1 2026 and has held it in 2 quarters since. The position peaked at $273K in Q1 2026. 106 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

  • Advyzon Investment Management held 4,519 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $223K as of Q2 2026.
  • Advyzon Investment Management sold 984 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $48.6K.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #709 holding.
  • Advyzon Investment Management first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • Advyzon Investment Management's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $273K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.