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

Avity Investment 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 Q2	$3.32M	Buy	67,280 +33,880	+101%	+$1.67M	0.21%	49
2026 Q1	$1.66M	Buy	+33,400	New	+$1.67M	0.12%	60

Other funds holding PMBS

Allianz Asset Management Munich, Germany $112B AUM 36.28% 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

Avity Investment Management's PMBS Position: Q2 2026 in Review

Avity Investment Management increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 101% in Q2 2026, buying an estimated $1.67M and bringing the position to 67,280 shares worth $3.32M. The position accounts for 0.21% of the portfolio, ranked #49.

Avity Investment Management first reported a position in PMBS in Q1 2026 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

Avity Investment Management held 67,280 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $3.32M as of Q2 2026.
Avity Investment Management bought 33,880 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.67M.
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.21% of Avity Investment Management's portfolio in Q2 2026, its #49 holding.
Avity Investment Management first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q1 2026 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 Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.