Avidian Wealth Enterprises
PMBS icon

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

Avidian Wealth Enterprises’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
Q3 		$35.1M Buy
758,352
+22,767
+3% +$1.1M 0.98% 21
2026
Q2 		$36.3M Buy
+735,585
New +$36.4M 1% 21

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Avidian Wealth Enterprises's PMBS Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 3.1% in Q3 2026, buying an estimated $1.1M and bringing the position to 758,352 shares worth $35.1M. The position accounts for 0.98% of the portfolio, ranked #21.

Avidian Wealth Enterprises first reported a position in PMBS in Q2 2026 and has held it in 2 quarters since. The position peaked at $36.3M in Q2 2026. 67 funds tracked by Wall St. Rank hold PMBS as of Q3 2026.

  • Avidian Wealth Enterprises held 758,352 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $35.1M as of Q3 2026.
  • Avidian Wealth Enterprises bought 22,767 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q3 2026, an estimated $1.1M.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.98% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #21 holding.
  • Avidian Wealth Enterprises first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q2 2026 and has held it in 2 quarters since.
  • Avidian Wealth Enterprises's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $36.3M in Q2 2026.
  • 67 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.