Ameritas Advisory Services’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Ameritas Advisory 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
2025 Q4	–	Sell	-1,054	Closed	-$52.4K	–	2207
2025 Q3	$52.4K	Buy	+1,054	New	+$51.8K	﹤0.01%	1067

Other funds holding PMBS

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

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MFS

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

APW

Alliance Private Wealth North Reading, Massachusetts $288M AUM

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Ameritas Advisory Services's PMBS Position: Q4 2025 in Review

Ameritas Advisory Services sold out of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q4 2025, closing a stake of 1,054 shares — an estimated $52.4K sold.

Ameritas Advisory Services first reported a position in PMBS in Q3 2025 and held it in 1 quarter. The position peaked at $52.4K in Q3 2025. 71 funds tracked by Wall St. Rank hold PMBS as of Q4 2025.

Ameritas Advisory Services reported no remaining PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,054 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q4 2025, an estimated $52.4K.
Ameritas Advisory Services first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q3 2025 and held it in 1 quarter.
Ameritas Advisory Services's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $52.4K in Q3 2025.
71 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.