AWS
PMF

Atria Wealth Solutions’s PIMCO Municipal Income Fund PMF Stock Holding History

Atria Wealth Solutions’s Portfolio PMF Stock Details PMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,111
Closed -$89.8K – 1794
2025
Q1 		$89.8K Hold
10,111
– – ﹤0.01% 1796
2024
Q4 		$90.8K Hold
10,111
– – ﹤0.01% 1903
2024
Q3 		$105K Buy
+10,111
New +$95.9K ﹤0.01% 1855

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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Atria Wealth Solutions's PMF Position: Q2 2025 in Review

Atria Wealth Solutions sold out of PIMCO Municipal Income Fund (PMF) in Q2 2025, closing a stake of 10,111 shares — an estimated $89.8K sold.

Atria Wealth Solutions first reported a position in PMF in Q3 2024 and held it in 3 quarters. The position peaked at $105K in Q3 2024. 66 funds tracked by Wall St. Rank hold PMF as of Q2 2025.

  • Atria Wealth Solutions reported no remaining PIMCO Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,111 PIMCO Municipal Income Fund shares in Q2 2025, an estimated $89.8K.
  • Atria Wealth Solutions first reported a position in PIMCO Municipal Income Fund in Q3 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's PIMCO Municipal Income Fund position peaked at $105K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund as of Q2 2025.

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