BRWA
PMF

B. Riley Wealth Advisors’s PIMCO Municipal Income Fund PMF Stock Holding History

B. Riley Wealth Advisors’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
-13,825
Closed -$122K – 1300
2025
Q1 		$122K Sell
13,825
-3,335
-19% -$30.1K ﹤0.01% 1207
2024
Q4 		$155K Hold
17,160
– – 0.01% 1063
2024
Q3 		$178K Sell
17,160
-4,646
-21% -$44.1K ﹤0.01% 1158
2024
Q2 		$201K Buy
21,806
+2,346
+12% +$21.4K 0.01% 1241
2024
Q1 		$164K Sell
19,460
-4,913
-20% -$46.4K ﹤0.01% 1303
2023
Q4 		$228K Buy
24,373
+4,913
+25% +$42.8K 0.01% 1191
2023
Q3 		$164K Sell
19,460
-1,170
-6% -$11.1K ﹤0.01% 1303
2023
Q2 		$213K Sell
20,630
-3,935
-16% -$39.3K ﹤0.01% 1325
2023
Q1 		$245K Hold
24,565
– – 0.01% 1176
2022
Q4 		$258K Sell
24,565
-6,282
-20% -$64.9K 0.01% 1120
2022
Q3 		$300K Sell
30,847
-913
-3% -$10.3K 0.01% 997
2022
Q2 		$366K Sell
31,760
-672
-2% -$7.46K 0.02% 790
2022
Q1 		$389K Sell
32,432
-1,488
-4% -$19.7K 0.01% 897
2021
Q4 		$517K Buy
33,920
+361
+1% +$5.25K 0.01% 788
2021
Q3 		$491K Buy
33,559
+8,518
+34% +$129K 0.02% 791
2021
Q2 		$374K Buy
25,041
+91
+0.4% +$1.33K 0.01% 909
2021
Q1 		$360K Buy
+24,950
New +$355K 0.01% 902
2015
Q1 		– Sell
-3,574
Closed -$51K – 1604
2014
Q4 		$51K Buy
+3,574
New +$50.6K ﹤0.01% 2086
2014
Q3 		– Sell
-3,574
Closed -$51.5K – 1559
2014
Q2 		$51.5K Sell
3,574
-700
-16% -$9.77K 0.01% 1018
2014
Q1 		$58K Buy
+4,274
New +$56.6K 0.02% 720
2013
Q3 		– Sell
-4,724
Closed -$60K – 730
2013
Q2 		$60K Buy
+4,724
New +$71.8K 0.02% 646

Other funds holding PMF

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

B. Riley Wealth Advisors's PMF Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of PIMCO Municipal Income Fund (PMF) in Q2 2025, closing a stake of 13,825 shares — an estimated $122K sold.

B. Riley Wealth Advisors first reported a position in PMF in Q2 2013 and held it in 21 quarters. The position peaked at $517K in Q4 2021. 66 funds tracked by Wall St. Rank hold PMF as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining PIMCO Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 13,825 PIMCO Municipal Income Fund shares in Q2 2025, an estimated $122K.
  • B. Riley Wealth Advisors first reported a position in PIMCO Municipal Income Fund in Q2 2013 and held it in 21 quarters.
  • B. Riley Wealth Advisors's PIMCO Municipal Income Fund position peaked at $517K in Q4 2021.
  • 66 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.