SWP
PMBS

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

Strategic Wealth Partners’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 		$14.6K Buy
295
+18
+6% +$900 ﹤0.01% 792
2025
Q4 		$13.8K Sell
277
-2,602
-90% -$129K ﹤0.01% 798
2025
Q3 		$143K Buy
+2,879
New +$141K 0.01% 385

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
Carson Wealth (CWM LLC)
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
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 $580M AUM 17.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Strategic Wealth Partners's PMBS Position: Q1 2026 in Review

Strategic Wealth Partners increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 6.5% in Q1 2026, buying an estimated $900 and bringing the position to 295 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Strategic Wealth Partners first reported a position in PMBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $143K in Q3 2025. 99 funds tracked by Wall St. Rank hold PMBS as of Q1 2026.

  • Strategic Wealth Partners held 295 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $14.6K as of Q1 2026.
  • Strategic Wealth Partners bought 18 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q1 2026, an estimated $900.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #792 holding.
  • Strategic Wealth Partners first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $143K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.