Advocacy Wealth Sells $10.95 Million in PMBS Shares Amid Rising Rates
On May 12, 2026, Advocacy Wealth Management disclosed the sale of 220,579 shares of PIMCO Mortgage-Backed Securities ETF (PMBS), valued at approximately $10.95 million based on quarterly average pricing. The transaction reduced PMBS's position in the fund to 2.3% of its reportable assets under management and moved it out of the top five holdings.
Topics: 13F filing investment portfolio changes