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

Maridea 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
2026 Q1	–	Sell	-17,969	Closed	-$893K	–	512
2025 Q4	$893K	Sell	17,969 -38	-0.2%	-$1.89K	0.13%	159
2025 Q3	$900K	Buy	18,007 +735	+4%	+$36.1K	0.14%	151
2025 Q2	$847K	Sell	17,272 -1,246	-7%	-$60.3K	0.22%	89
2025 Q1	$909K	Buy	+18,518	New	+$896K	0.3%	64

Other funds holding PMBS

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $528M AUM 14.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Maridea Wealth Management's PMBS Position: Q1 2026 in Review

Maridea Wealth Management sold out of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q1 2026, closing a stake of 17,969 shares — an estimated $893K sold.

Maridea Wealth Management first reported a position in PMBS in Q1 2025 and held it in 4 quarters. The position peaked at $909K in Q1 2025. 99 funds tracked by Wall St. Rank hold PMBS as of Q1 2026.

Maridea Wealth Management reported no remaining PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Maridea Wealth Management sold 17,969 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q1 2026, an estimated $893K.
Maridea Wealth Management first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q1 2025 and held it in 4 quarters.
Maridea Wealth Management's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $909K in Q1 2025.
99 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.