Retirement Wealth Solutions LLC

Pension

Position in PMT — PennyMac Mortgage Investment Trust

CIK 2044741 MARSHFIELD, WI

Position in PMT

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$981

+$632 QoQ

Shares Held

+190.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#190

of 210 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Retirement Wealth Solutions LLC holds $18,968 across 5 REIT - Mortgage names. PMT ranks #5 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	667	$7,270
2	NLY	Annaly Capital Management Inc	229	$5,120
3	STWD	Starwood Property Trust, Inc.	203	$3,325
4	RITM	Rithm Capital Corp.	242	$2,272
5	PMT	PennyMac Mortgage Investment Trust This page	87	$981

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$981	87	+190.0%	Shares	Sole	2026-07-07
2026-03-31	$349	30	0.0%	Shares	Sole	2026-04-07
2025-12-31	$376	30	0.0%	Shares	Sole	2026-01-07
2025-09-30	$367	30	—	Shares	Sole	2025-10-08
No filing history on record for this holder in this stock.