CPG
PMBS

Cornerstone Planning Group’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Cornerstone Planning Group’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 		$27.8K Hold
572
– – ﹤0.01% 572
2026
Q1 		$28.2K Buy
+572
New +$28.6K ﹤0.01% 559

Other funds holding PMBS

Allianz Asset Management
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cornerstone Planning Group's PMBS Position: Q2 2026 in Review

Cornerstone Planning Group held its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) position steady in Q2 2026 at 572 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Cornerstone Planning Group first reported a position in PMBS in Q1 2026 and has held it in 2 quarters since. The position peaked at $28.2K in Q1 2026. 106 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

  • Cornerstone Planning Group held 572 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $27.8K as of Q2 2026.
  • Cornerstone Planning Group 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 Cornerstone Planning Group's portfolio in Q2 2026, its #572 holding.
  • Cornerstone Planning Group first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • Cornerstone Planning Group's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $28.2K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.