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 Q2	$230K	Sell	4,658 -11,527	-71%	-$570K	﹤0.01%	1483
2026 Q1	$802K	Buy	+16,185	New	+$809K	﹤0.01%	849

Other funds holding PMBS

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

United Capital Financial Advisors's PMBS Position: Q2 2026 in Review

United Capital Financial Advisors reduced its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 71% in Q2 2026, selling an estimated $570K and leaving 4,658 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

United Capital Financial Advisors first reported a position in PMBS in Q1 2026 and has held it in 2 quarters since. The position peaked at $802K in Q1 2026. 106 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

United Capital Financial Advisors held 4,658 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $230K as of Q2 2026.
United Capital Financial Advisors sold 11,527 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $570K.
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1483 holding.
United Capital Financial Advisors first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
United Capital Financial Advisors's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $802K 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 United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.