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

Orgel 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 Q2	$240M	Buy	4,870,198 +50,708	+1%	+$2.51M	4.56%	8
2026 Q1	$239M	Buy	4,819,490 +89,488	+2%	+$4.47M	5.15%	8
2025 Q4	$235M	Buy	4,730,002 +243,673	+5%	+$12.1M	5.19%	6
2025 Q3	$223M	Buy	4,486,329 +90,718	+2%	+$4.45M	5.08%	6
2025 Q2	$216M	Buy	4,395,611 +69,667	+2%	+$3.37M	5.2%	6
2025 Q1	$212M	Buy	4,325,944 +1,473,537	+52%	+$71.3M	5.51%	7
2024 Q4	$137M	Buy	+2,852,407	New	+$139M	3.56%	12

Other funds holding PMBS

AWMS

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

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

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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Orgel Wealth Management's PMBS Position: Q2 2026 in Review

Orgel Wealth Management increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 1.1% in Q2 2026, buying an estimated $2.51M and bringing the position to 4,870,198 shares worth $240M. The position accounts for 4.56% of the portfolio, ranked #8.

Orgel Wealth Management first reported a position in PMBS in Q4 2024 and has held it in 7 quarters since. 89 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

Orgel Wealth Management held 4,870,198 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $240M as of Q2 2026.
Orgel Wealth Management bought 50,708 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $2.51M.
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 4.56% of Orgel Wealth Management's portfolio in Q2 2026, its #8 holding.
Orgel Wealth Management first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
89 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.