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

Cetera Investment Advisers’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	$7.02M	Buy	142,244 +54,263	+62%	+$2.68M	0.01%	1372
2026 Q1	$4.36M	Buy	87,981 +76,745	+683%	+$3.84M	﹤0.01%	1600
2025 Q4	$558K	Buy	11,236 +2,906	+35%	+$145K	﹤0.01%	3335
2025 Q3	$414K	Buy	8,330 +1,682	+25%	+$82.6K	﹤0.01%	3528
2025 Q2	$326K	Buy	6,648 +2,025	+44%	+$98K	﹤0.01%	3325
2025 Q1	$227K	Sell	4,623 -94	-2%	-$4.55K	﹤0.01%	3508
2024 Q4	$226K	Buy	4,717 +357	+8%	+$17.4K	﹤0.01%	3340
2024 Q3	$218K	Buy	+4,360	New	+$218K	﹤0.01%	3322

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

Cetera Investment Advisers's PMBS Position: Q2 2026 in Review

Cetera Investment Advisers increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 62% in Q2 2026, buying an estimated $2.68M and bringing the position to 142,244 shares worth $7.02M. The position accounts for 0.01% of the portfolio, ranked #1372.

Cetera Investment Advisers first reported a position in PMBS in Q3 2024 and has held it in 8 quarters since. 106 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

Cetera Investment Advisers held 142,244 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $7.02M as of Q2 2026.
Cetera Investment Advisers bought 54,263 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $2.68M.
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1372 holding.
Cetera Investment Advisers first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
106 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.