AWE
PMBS

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
Q2 		$36.3M Buy
+735,585
New +$36.4M 1% 21

Other funds holding PMBS

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
CA
Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EFS
Econ Financial Services Harrisburg, Pennsylvania $214M AUM 10.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Avidian Wealth Enterprises's PMBS Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q2 2026: 735,585 shares worth $36.3M. The stake represents 1% of the portfolio and ranks #21 among its holdings.

28 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

  • Avidian Wealth Enterprises held 735,585 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $36.3M as of Q2 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund was a new Avidian Wealth Enterprises position in Q2 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 1% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #21 holding.
  • 28 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.