AAS
PMF

Avantax Advisory Services’s PIMCO Municipal Income Fund PMF Stock Holding History

Avantax Advisory Services’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 		$3.19M Buy
399,126
+125,627
+46% +$1.01M 0.02% 597
2025
Q1 		$2.42M Buy
273,499
+19,737
+8% +$178K 0.01% 665
2024
Q4 		$2.28M Buy
253,762
+52,593
+26% +$508K 0.01% 658
2024
Q3 		$2.08M Buy
201,169
+74,716
+59% +$709K 0.01% 682
2024
Q2 		$1.16M Buy
126,453
+26,369
+26% +$240K 0.01% 904
2024
Q1 		$934K Buy
100,084
+12,975
+15% +$122K 0.01% 779
2023
Q4 		$813K Buy
87,109
+9,320
+12% +$81.1K 0.01% 795
2023
Q3 		$653K Buy
77,789
+30,606
+65% +$291K 0.01% 838
2023
Q2 		$485K Buy
47,183
+4,138
+10% +$41.4K 0.01% 951
2023
Q1 		$428K Sell
43,045
-25,284
-37% -$258K 0.01% 979
2022
Q4 		$713K Buy
68,329
+23,368
+52% +$241K 0.01% 739
2022
Q3 		$436K Sell
44,961
-6,900
-13% -$77.7K 0.01% 834
2022
Q2 		$597K Sell
51,861
-54,237
-51% -$602K 0.01% 707
2022
Q1 		$1.27M Sell
106,098
-3,703
-3% -$49.1K 0.02% 480
2021
Q4 		$1.67M Buy
109,801
+3,314
+3% +$48.2K 0.03% 400
2021
Q3 		$1.55M Buy
106,487
+17,573
+20% +$266K 0.03% 390
2021
Q2 		$1.32M Buy
88,914
+10,886
+14% +$160K 0.02% 415
2021
Q1 		$1.12M Buy
78,028
+39,880
+105% +$567K 0.02% 399
2020
Q4 		$529K Buy
38,148
+15,031
+65% +$203K 0.01% 540
2020
Q3 		$306K Buy
+23,117
New +$314K ﹤0.01% 1011

Other funds holding PMF

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's PMF Position: Q2 2025 in Review

Avantax Advisory Services increased its PIMCO Municipal Income Fund (PMF) stake by 46% in Q2 2025, buying an estimated $1.01M and bringing the position to 399,126 shares worth $3.19M. The position accounts for 0.02% of the portfolio, ranked #597.

Avantax Advisory Services first reported a position in PMF in Q3 2020 and has held it in 20 quarters since. 66 funds tracked by Wall St. Rank hold PMF as of Q2 2025.

  • Avantax Advisory Services held 399,126 shares of PIMCO Municipal Income Fund worth $3.19M as of Q2 2025.
  • Avantax Advisory Services bought 125,627 PIMCO Municipal Income Fund shares in Q2 2025, an estimated $1.01M.
  • PIMCO Municipal Income Fund made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #597 holding.
  • Avantax Advisory Services first reported a position in PIMCO Municipal Income Fund in Q3 2020 and has held it in 20 quarters since.
  • 66 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.