PWM
PMBS

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

Prosperity 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
Q3 		– Sell
-12,363
Closed -$606K – 292
2025
Q2 		$606K Buy
+12,363
New +$598K 0.22% 100

Other funds holding PMBS

Allianz Asset Management
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $244M AUM 14.92% 1-Year Est. Return

Prosperity Wealth Management's PMBS Position: Q3 2025 in Review

Prosperity Wealth Management sold out of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q3 2025, closing a stake of 12,363 shares — an estimated $606K sold.

Prosperity Wealth Management first reported a position in PMBS in Q2 2025 and held it in 1 quarter. The position peaked at $606K in Q2 2025. 50 funds tracked by Wall St. Rank hold PMBS as of Q3 2025.

  • Prosperity Wealth Management reported no remaining PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 12,363 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q3 2025, an estimated $606K.
  • Prosperity Wealth Management first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q2 2025 and held it in 1 quarter.
  • Prosperity Wealth Management's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $606K in Q2 2025.
  • 50 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q3 2025.

Based on Prosperity Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.