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

Avantax Advisory Services’s Portfolio PMX Stock Details PMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$159K	Buy	+23,173	New	+$158K	﹤0.01%	2242

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HWAM

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AAM

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Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

GCP

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Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

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

Avantax Advisory Services opened a new position in PIMCO Municipal Income Fund III (PMX) in Q2 2025: 23,173 shares worth $159K. The stake represents ﹤0.01% of the portfolio and ranks #2242 among its holdings.

63 funds tracked by Wall St. Rank hold PMX as of Q2 2025.

Avantax Advisory Services held 23,173 shares of PIMCO Municipal Income Fund III worth $159K as of Q2 2025.
PIMCO Municipal Income Fund III was a new Avantax Advisory Services position in Q2 2025.
PIMCO Municipal Income Fund III made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2242 holding.
63 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q2 2025.

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