EWM
PMBS

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

Evolution Wealth Management’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
2025
Q4 		– Sell
-65
Closed -$3.23K – 787
2025
Q3 		$3.23K Buy
+65
New +$3.19K ﹤0.01% 473

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $528M AUM 14.85% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Evolution Wealth Management's PMBS Position: Q4 2025 in Review

Evolution Wealth Management sold out of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q4 2025, closing a stake of 65 shares — an estimated $3.23K sold.

Evolution Wealth Management first reported a position in PMBS in Q3 2025 and held it in 1 quarter. The position peaked at $3.23K in Q3 2025. 71 funds tracked by Wall St. Rank hold PMBS as of Q4 2025.

  • Evolution Wealth Management reported no remaining PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 65 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q4 2025, an estimated $3.23K.
  • Evolution Wealth Management first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q3 2025 and held it in 1 quarter.
  • Evolution Wealth Management's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $3.23K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q4 2025.

Based on Evolution Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.