B. Riley Wealth Advisors’s PIMCO Municipal Income Fund III PMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-34,285
| Closed | -$235K | – | 1159 |
|
|
2025
Q2 | $235K | Buy |
+34,285
| New | +$234K | 0.01% | 811 |
|
|
2024
Q4 | $303K | Hold |
41,010
| – | – | 0.01% | 867 |
|
|
2024
Q3 | $340K | Hold |
41,010
| – | – | 0.01% | 898 |
|
|
2024
Q2 | $325K | Buy |
41,010
+6,600
| +19% | +$49.5K | 0.01% | 997 |
|
|
2024
Q1 | $224K | Hold |
34,410
| – | – | 0.01% | 1204 |
|
|
2023
Q4 | $255K | Hold |
34,410
| – | – | 0.01% | 1124 |
|
|
2023
Q3 | $224K | Buy |
34,410
+9,570
| +39% | +$71.7K | 0.01% | 1204 |
|
|
2023
Q2 | $201K | Buy |
24,840
+7,830
| +46% | +$62.7K | ﹤0.01% | 1358 |
|
|
2023
Q1 | $142K | Hold |
17,010
| – | – | ﹤0.01% | 1343 |
|
|
2022
Q4 | $149K | Sell |
17,010
-102
| -0.6% | -$874 | ﹤0.01% | 1317 |
|
|
2022
Q3 | $132K | Buy |
17,112
+17
| +0.1% | +$160 | ﹤0.01% | 1296 |
|
|
2022
Q2 | $158K | Buy |
17,095
+9
| +0.1% | +$85 | 0.01% | 1077 |
|
|
2022
Q1 | $178K | Buy |
17,086
+29
| +0.2% | +$322 | 0.01% | 1230 |
|
|
2021
Q4 | $218K | Buy |
17,057
+3,999
| +31% | +$49.4K | 0.01% | 1234 |
|
|
2021
Q3 | $164K | Buy |
13,058
+2
| +0% | +$26 | 0.01% | 1270 |
|
|
2021
Q2 | $171K | Buy |
13,056
+46
| +0.4% | +$575 | 0.01% | 1247 |
|
|
2021
Q1 | $161K | Buy |
+13,010
| New | +$159K | 0.01% | 1228 |
|
|
2015
Q1 | – | Sell |
-400
| Closed | -$4 | – | 1607 |
|
|
2014
Q4 | $4 | Buy |
+400
| New | +$4.37K | ﹤0.01% | 3234 |
|
|
2014
Q3 | – | Sell |
-400
| Closed | -$4.44K | – | 1562 |
|
|
2014
Q2 | $4.44K | Buy |
+400
| New | +$4.36K | ﹤0.01% | 2079 |
|
Other funds holding PMX
B. Riley Wealth Advisors's PMX Position: Q3 2025 in Review
B. Riley Wealth Advisors sold out of PIMCO Municipal Income Fund III (PMX) in Q3 2025, closing a stake of 34,285 shares — an estimated $235K sold.
B. Riley Wealth Advisors first reported a position in PMX in Q2 2014 and held it in 19 quarters. The position peaked at $340K in Q3 2024. 1 fund tracked by Wall St. Rank holds PMX as of Q3 2025.
- B. Riley Wealth Advisors reported no remaining PIMCO Municipal Income Fund III position as of Q3 2025 after selling out during the quarter.
- B. Riley Wealth Advisors sold 34,285 PIMCO Municipal Income Fund III shares in Q3 2025, an estimated $235K.
- B. Riley Wealth Advisors first reported a position in PIMCO Municipal Income Fund III in Q2 2014 and held it in 19 quarters.
- B. Riley Wealth Advisors's PIMCO Municipal Income Fund III position peaked at $340K in Q3 2024.
- 1 fund tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q3 2025.
Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.