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
2026 Q2	$53.2K	Buy	+1,077	New	+$53.2K	﹤0.01%	1237
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 $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 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

Ameritas Advisory Services's PMBS Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q2 2026: 1,077 shares worth $53.2K. The stake represents ﹤0.01% of the portfolio and ranks #1237 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in PMBS as recently as Q3 2025.

Ameritas Advisory Services first reported a position in PMBS in Q3 2025 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

Ameritas Advisory Services held 1,077 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $53.2K as of Q2 2026.
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund was a new Ameritas Advisory Services position in Q2 2026.
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1237 holding.
Ameritas Advisory Services first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q3 2025 and has held it in 2 quarters since.
106 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.