AWS
PML

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

Atria Wealth Solutions’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
-81,160
Closed -$658K – 1795
2025
Q1 		$658K Buy
81,160
+8,169
+11% +$68K 0.01% 1063
2024
Q4 		$590K Buy
72,991
+31,670
+77% +$278K 0.01% 1182
2024
Q3 		$388K Buy
41,321
+6,223
+18% +$54.5K ﹤0.01% 1366
2024
Q2 		$300K Buy
35,098
+7,500
+27% +$63.1K ﹤0.01% 1503
2024
Q1 		$235K Buy
27,598
+4,737
+21% +$39.9K ﹤0.01% 1716
2023
Q4 		$190K Buy
22,861
+7,817
+52% +$60.8K ﹤0.01% 1791
2023
Q3 		$116K Buy
15,044
+1,944
+15% +$17K ﹤0.01% 1768
2023
Q2 		$119K Buy
+13,100
New +$119K ﹤0.01% 1771

Other funds holding PML

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 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 $27.6B AUM 23.56% 1-Year Est. Return

Atria Wealth Solutions's PML Position: Q2 2025 in Review

Atria Wealth Solutions sold out of PIMCO Municipal Income Fund II (PML) in Q2 2025, closing a stake of 81,160 shares — an estimated $658K sold.

Atria Wealth Solutions first reported a position in PML in Q2 2023 and held it in 8 quarters. The position peaked at $658K in Q1 2025. 103 funds tracked by Wall St. Rank hold PML as of Q2 2025.

  • Atria Wealth Solutions reported no remaining PIMCO Municipal Income Fund II position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 81,160 PIMCO Municipal Income Fund II shares in Q2 2025, an estimated $658K.
  • Atria Wealth Solutions first reported a position in PIMCO Municipal Income Fund II in Q2 2023 and held it in 8 quarters.
  • Atria Wealth Solutions's PIMCO Municipal Income Fund II position peaked at $658K in Q1 2025.
  • 103 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q2 2025.

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