AWM
PML

Apollon Wealth Management’s PIMCO Municipal Income Fund II PML Stock Holding History

Apollon Wealth Management’s Portfolio PML Stock Details PML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-64,930
Closed -$526K – 1310
2025
Q1 		$526K Hold
64,930
– – 0.01% 727
2024
Q4 		$525K Hold
64,930
– – 0.01% 733
2024
Q3 		$610K Hold
64,930
– – 0.02% 637
2024
Q2 		$554K Hold
64,930
– – 0.02% 639
2024
Q1 		$552K Sell
64,930
-1,611
-2% -$13.6K 0.02% 659
2023
Q4 		$552K Hold
66,541
– – 0.02% 621
2023
Q3 		$512K Buy
66,541
+12,541
+23% +$109K 0.03% 546
2023
Q2 		$488K Hold
54,000
– – 0.02% 595
2023
Q1 		$507K Hold
54,000
– – 0.03% 530
2022
Q4 		$488K Buy
+54,000
New +$503K 0.03% 524
2022
Q2 		– Sell
-21,473
Closed -$247K – 791
2022
Q1 		$247K Hold
21,473
– – 0.02% 640
2021
Q4 		$314K Hold
21,473
– – 0.02% 569
2021
Q3 		$317K Buy
21,473
+3,973
+23% +$59.8K 0.04% 342
2021
Q2 		$264K Hold
17,500
– – 0.05% 304
2021
Q1 		$260K Buy
+17,500
New +$256K 0.05% 292

Other funds holding PML

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Apollon Wealth Management's PML Position: Q2 2025 in Review

Apollon Wealth Management sold out of PIMCO Municipal Income Fund II (PML) in Q2 2025, closing a stake of 64,930 shares — an estimated $526K sold.

Apollon Wealth Management first reported a position in PML in Q1 2021 and held it in 15 quarters. The position peaked at $610K in Q3 2024. 103 funds tracked by Wall St. Rank hold PML as of Q2 2025.

  • Apollon Wealth Management reported no remaining PIMCO Municipal Income Fund II position as of Q2 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 64,930 PIMCO Municipal Income Fund II shares in Q2 2025, an estimated $526K.
  • Apollon Wealth Management first reported a position in PIMCO Municipal Income Fund II in Q1 2021 and held it in 15 quarters.
  • Apollon Wealth Management's PIMCO Municipal Income Fund II position peaked at $610K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q2 2025.

Based on Apollon Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.