GWP
PMBS

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

Gateway Wealth Partners’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 		– Sell
-6,577
Closed -$326K – 964
2026
Q1 		$326K Buy
+6,577
New +$329K 0.01% 729

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 $3.59B AUM 17.8% 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

Gateway Wealth Partners's PMBS Position: Q2 2026 in Review

Gateway Wealth Partners sold out of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q2 2026, closing a stake of 6,577 shares — an estimated $326K sold.

Gateway Wealth Partners first reported a position in PMBS in Q1 2026 and held it in 1 quarter. The position peaked at $326K in Q1 2026. 108 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

  • Gateway Wealth Partners reported no remaining PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Gateway Wealth Partners sold 6,577 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $326K.
  • Gateway Wealth Partners first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q1 2026 and held it in 1 quarter.
  • Gateway Wealth Partners's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $326K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.