AWM
PMBS

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

AE Wealth 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
Q1 		$2.63K Buy
53
+36
+212% +$1.8K ﹤0.01% 2454
2025
Q4 		$845 Buy
+17
New +$846 ﹤0.01% 2392

Other funds holding PMBS

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $528M AUM 14.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

AE Wealth Management's PMBS Position: Q1 2026 in Review

AE Wealth Management increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 212% in Q1 2026, buying an estimated $1.8K and bringing the position to 53 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2454.

AE Wealth Management first reported a position in PMBS in Q4 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold PMBS as of Q1 2026.

  • AE Wealth Management held 53 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $2.63K as of Q1 2026.
  • AE Wealth Management bought 36 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.8K.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2454 holding.
  • AE Wealth Management first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q4 2025 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.