WIP
PMBS

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

WealthCare Investment 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 		$389K Buy
+7,845
New +$392K 0.11% 135

Other funds holding PMBS

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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 $2.75B 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
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

WealthCare Investment Partners's PMBS Position: Q1 2026 in Review

WealthCare Investment Partners opened a new position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q1 2026: 7,845 shares worth $389K. The stake represents 0.11% of the portfolio and ranks #135 among its holdings.

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

  • WealthCare Investment Partners held 7,845 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $389K as of Q1 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund was a new WealthCare Investment Partners position in Q1 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.11% of WealthCare Investment Partners's portfolio in Q1 2026, its #135 holding.
  • 99 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.