Cresta Advisors’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Cresta Advisors’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	$8.02M	Buy	161,628 +3,293	+2%	+$165K	3.28%	10
2025 Q4	$7.87M	Buy	158,335 +4,932	+3%	+$245K	3.3%	10
2025 Q3	$7.62M	Buy	153,403 +17,298	+13%	+$849K	3.4%	10
2025 Q2	$6.68M	Sell	136,105 -2,225	-2%	-$108K	3.25%	10
2025 Q1	$6.79M	Sell	138,330 -18,647	-12%	-$902K	3.52%	10
2024 Q4	$7.84M	Hold	156,977	–	–	4.1%	10
2024 Q3	$7.84M	Buy	+156,977	New	+$7.84M	4.1%	10

Other funds holding PMBS

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) 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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Cresta Advisors's PMBS Position: Q1 2026 in Review

Cresta Advisors increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 2.1% in Q1 2026, buying an estimated $165K and bringing the position to 161,628 shares worth $8.02M. The position accounts for 3.28% of the portfolio, ranked #10.

Cresta Advisors first reported a position in PMBS in Q3 2024 and has held it in 7 quarters since. 99 funds tracked by Wall St. Rank hold PMBS as of Q1 2026.

Cresta Advisors held 161,628 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $8.02M as of Q1 2026.
Cresta Advisors bought 3,293 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q1 2026, an estimated $165K.
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 3.28% of Cresta Advisors's portfolio in Q1 2026, its #10 holding.
Cresta Advisors first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q3 2024 and has held it in 7 quarters since.
99 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.