Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s PIMCO Municipal Income Fund II PML Stock Holding History

Carson Wealth (CWM LLC)’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	-900	Closed	-$7K	–	5766
2025 Q4	$7K	Buy	+900	New	+$7K	﹤0.01%	4710
2022 Q1	–	Sell	-59	Closed	-$1K	–	3802
2021 Q4	$1K	Buy	+59	New	+$849	﹤0.01%	3360
2021 Q2	$1K	Hold	59	–	–	﹤0.01%	2834
2021 Q1	$1K	Hold	59	–	–	﹤0.01%	2834
2020 Q4	$1K	Hold	59	–	–	﹤0.01%	2834
2020 Q3	$1K	Hold	59	–	–	﹤0.01%	2833
2020 Q2	$1K	Hold	59	–	–	﹤0.01%	2833
2020 Q1	$1K	Hold	59	–	–	﹤0.01%	2832
2019 Q4	$1K	Hold	59	–	–	﹤0.01%	2832
2019 Q3	$1K	Hold	59	–	–	﹤0.01%	2832
2019 Q2	$1K	Hold	59	–	–	﹤0.01%	2832
2019 Q1	$1K	Buy	+59	New	+$817	﹤0.01%	2831

Other funds holding PML

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return