UCFA
PMBS

United Capital Financial Advisors’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

United Capital Financial 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
Q1 		$802K Buy
+16,185
New +$809K ﹤0.01% 849

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 $528M AUM 14.85% 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

United Capital Financial Advisors's PMBS Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q1 2026: 16,185 shares worth $802K. The stake represents ﹤0.01% of the portfolio and ranks #849 among its holdings.

99 funds tracked by Wall St. Rank hold PMBS as of Q1 2026.

  • United Capital Financial Advisors held 16,185 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $802K as of Q1 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund was a new United Capital Financial Advisors position in Q1 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #849 holding.
  • 99 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.