WANY
PMBS

Wealthspire Advisors (New York)’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Wealthspire Advisors (New York)’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 		$1.35M Sell
27,151
-37,842
-58% -$1.89M 0.01% 352
2025
Q4 		$3.23M Sell
64,993
-65,892
-50% -$3.28M 0.03% 220
2025
Q3 		$6.5M Sell
130,885
-6,866
-5% -$337K 0.03% 142
2025
Q2 		$6.76M Sell
137,751
-4,838
-3% -$234K 0.04% 139
2025
Q1 		$7M Buy
142,589
+9,877
+7% +$478K 0.04% 140
2024
Q4 		$6.35M Buy
+132,712
New +$6.47M 0.06% 130

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 $2.75B 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 $424B AUM 22.94% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Wealthspire Advisors (New York)'s PMBS Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 58% in Q1 2026, selling an estimated $1.89M and leaving 27,151 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #352.

Wealthspire Advisors (New York) first reported a position in PMBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $7M in Q1 2025. 99 funds tracked by Wall St. Rank hold PMBS as of Q1 2026.

  • Wealthspire Advisors (New York) held 27,151 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $1.35M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 37,842 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.89M.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #352 holding.
  • Wealthspire Advisors (New York) first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
  • Wealthspire Advisors (New York)'s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $7M in Q1 2025.
  • 99 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.