BPA
PML

Beacon Pointe Advisors’s PIMCO Municipal Income Fund II PML Stock Holding History

Beacon Pointe Advisors’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
2026
Q1 		– Sell
-25,516
Closed -$192K – 1881
2025
Q4 		$192K Sell
25,516
-11,512
-31% -$89.5K ﹤0.01% 1433
2025
Q3 		$293K Buy
37,028
+24,590
+198% +$181K ﹤0.01% 1191
2025
Q2 		$92.7K Buy
+12,438
New +$93.8K ﹤0.01% 1223
2023
Q4 		– Sell
-19,901
Closed -$153K – 1376
2023
Q3 		$153K Buy
+19,901
New +$174K ﹤0.01% 1253

Other funds holding PML

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Beacon Pointe Advisors's PML Position: Q1 2026 in Review

Beacon Pointe Advisors sold out of PIMCO Municipal Income Fund II (PML) in Q1 2026, closing a stake of 25,516 shares — an estimated $192K sold.

Beacon Pointe Advisors first reported a position in PML in Q3 2023 and held it in 4 quarters. The position peaked at $293K in Q3 2025. 155 funds tracked by Wall St. Rank hold PML as of Q1 2026.

  • Beacon Pointe Advisors reported no remaining PIMCO Municipal Income Fund II position as of Q1 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 25,516 PIMCO Municipal Income Fund II shares in Q1 2026, an estimated $192K.
  • Beacon Pointe Advisors first reported a position in PIMCO Municipal Income Fund II in Q3 2023 and held it in 4 quarters.
  • Beacon Pointe Advisors's PIMCO Municipal Income Fund II position peaked at $293K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.