CIAS
PMBS

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

Capital Investment 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 		$20.7K Hold
420
– – ﹤0.01% 1080
2026
Q1 		$20.8K Hold
420
– – ﹤0.01% 988
2025
Q4 		$20.9K Buy
+420
New +$20.9K ﹤0.01% 953

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
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 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

Capital Investment Advisory Services's PMBS Position: Q2 2026 in Review

Capital Investment Advisory Services held its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) position steady in Q2 2026 at 420 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Capital Investment Advisory Services first reported a position in PMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.9K in Q4 2025. 28 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

  • Capital Investment Advisory Services held 420 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $20.7K as of Q2 2026.
  • Capital Investment Advisory Services left its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1080 holding.
  • Capital Investment Advisory Services first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • Capital Investment Advisory Services's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $20.9K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.