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

LiftPoint Family Wealth 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 Q2	$294K	Buy	5,960 +457	+8%	+$22.6K	0.2%	54
2026 Q1	$273K	Sell	5,503 -60	-1%	-$3K	0.23%	46
2025 Q4	$276K	Buy	+5,563	New	+$277K	0.24%	41

Other funds holding PMBS

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LiftPoint Family Wealth Advisors's PMBS Position: Q2 2026 in Review

LiftPoint Family Wealth Advisors increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 8.3% in Q2 2026, buying an estimated $22.6K and bringing the position to 5,960 shares worth $294K. The position accounts for 0.2% of the portfolio, ranked #54.

LiftPoint Family Wealth Advisors first reported a position in PMBS in Q4 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

LiftPoint Family Wealth Advisors held 5,960 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $294K as of Q2 2026.
LiftPoint Family Wealth Advisors bought 457 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $22.6K.
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.2% of LiftPoint Family Wealth Advisors's portfolio in Q2 2026, its #54 holding.
LiftPoint Family Wealth Advisors first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
108 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on LiftPoint Family Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.