Cetera Investment Advisers
PMBS

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
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

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Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $528M AUM 14.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return