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 Q2	$1.08M	Sell	21,881 -5,270	-19%	-$260K	0.01%	540
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 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

Wealthspire Advisors (New York)'s PMBS Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 19% in Q2 2026, selling an estimated $260K and leaving 21,881 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #540.

Wealthspire Advisors (New York) first reported a position in PMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $7M in Q1 2025. 108 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

Wealthspire Advisors (New York) held 21,881 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $1.08M as of Q2 2026.
Wealthspire Advisors (New York) sold 5,270 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $260K.
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #540 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 7 quarters since.
Wealthspire Advisors (New York)'s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $7M in Q1 2025.
108 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.