EFS
PMBS

Econ Financial Services’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Econ Financial 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 		$6.05M Buy
122,458
+23,124
+23% +$1.14M 2.83% 9
2026
Q1 		$4.93M Buy
99,334
+43,424
+78% +$2.17M 2.29% 12
2025
Q4 		$2.78M Buy
+55,910
New +$2.78M 1.39% 30

Other funds holding PMBS

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
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
SIA
Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Econ Financial Services's PMBS Position: Q2 2026 in Review

Econ Financial Services increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 23% in Q2 2026, buying an estimated $1.14M and bringing the position to 122,458 shares worth $6.05M. The position accounts for 2.83% of the portfolio, ranked #9.

Econ Financial Services first reported a position in PMBS in Q4 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

  • Econ Financial Services held 122,458 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $6.05M as of Q2 2026.
  • Econ Financial Services bought 23,124 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.14M.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 2.83% of Econ Financial Services's portfolio in Q2 2026, its #9 holding.
  • Econ Financial 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.
  • 47 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.