WWA
PMBS

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

WCG Wealth 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 		$660K Sell
13,368
-674
-5% -$33.3K 0.02% 471
2026
Q1 		$696K Buy
14,042
+4
+0% +$200 0.02% 420
2025
Q4 		$698K Buy
+14,038
New +$699K 0.02% 401

Other funds holding PMBS

Allianz Asset Management
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
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 $3.59B AUM 17.8% 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

WCG Wealth Advisors's PMBS Position: Q2 2026 in Review

WCG Wealth Advisors reduced its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 4.8% in Q2 2026, selling an estimated $33.3K and leaving 13,368 shares worth $660K. The position accounts for 0.02% of the portfolio, ranked #471.

WCG Wealth Advisors first reported a position in PMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $698K in Q4 2025. 108 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

  • WCG Wealth Advisors held 13,368 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $660K as of Q2 2026.
  • WCG Wealth Advisors sold 674 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $33.3K.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #471 holding.
  • WCG Wealth Advisors first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • WCG Wealth Advisors's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $698K in Q4 2025.
  • 108 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.