SIA
PMBS

Spectrum Investment Advisors’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Spectrum Investment 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 		$12.4M Buy
+250,856
New +$12.4M 5.06% 7

Other funds holding PMBS

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
CA
Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EFS
Econ Financial Services Harrisburg, Pennsylvania $214M AUM 10.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Spectrum Investment Advisors's PMBS Position: Q2 2026 in Review

Spectrum Investment Advisors opened a new position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q2 2026: 250,856 shares worth $12.4M. The stake represents 5.06% of the portfolio and ranks #7 among its holdings.

47 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

  • Spectrum Investment Advisors held 250,856 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $12.4M as of Q2 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund was a new Spectrum Investment Advisors position in Q2 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 5.06% of Spectrum Investment Advisors's portfolio in Q2 2026, its #7 holding.
  • 47 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Spectrum Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.