RPGK
PMBS

Retirement Planning Group (Kansas)’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Retirement Planning Group (Kansas)’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 		$304K Hold
6,164
– – 0.01% 433
2026
Q1 		$306K Buy
+6,164
New +$308K 0.01% 386

Other funds holding PMBS

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AWMS
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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 $3.62B 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
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

Retirement Planning Group (Kansas)'s PMBS Position: Q2 2026 in Review

Retirement Planning Group (Kansas) held its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) position steady in Q2 2026 at 6,164 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #433.

Retirement Planning Group (Kansas) first reported a position in PMBS in Q1 2026 and has held it in 2 quarters since. The position peaked at $306K in Q1 2026. 106 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

  • Retirement Planning Group (Kansas) held 6,164 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $304K as of Q2 2026.
  • Retirement Planning Group (Kansas) left its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #433 holding.
  • Retirement Planning Group (Kansas) first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • Retirement Planning Group (Kansas)'s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $306K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.