EWL
PMBS

Emissary Wealth LLC’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Emissary Wealth LLC’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 		$483K Buy
9,778
+3,422
+54% +$169K 0.37% 46
2026
Q1 		$315K Buy
+6,356
New +$318K 0.3% 44

Other funds holding PMBS

Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 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

Emissary Wealth LLC's PMBS Position: Q2 2026 in Review

Emissary Wealth LLC increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 54% in Q2 2026, buying an estimated $169K and bringing the position to 9,778 shares worth $483K. The position accounts for 0.37% of the portfolio, ranked #46.

Emissary Wealth LLC first reported a position in PMBS in Q1 2026 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

  • Emissary Wealth LLC held 9,778 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $483K as of Q2 2026.
  • Emissary Wealth LLC bought 3,422 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $169K.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.37% of Emissary Wealth LLC's portfolio in Q2 2026, its #46 holding.
  • Emissary Wealth LLC first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • 106 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Emissary Wealth LLC's 13F filing for Q2 2026, filed 28 Jul 2026.