Carson Wealth (CWM LLC)
PML

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 – 3799
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

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

Carson Wealth (CWM LLC)'s PML Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of PIMCO Municipal Income Fund II (PML) in Q1 2026, closing a stake of 900 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in PML in Q1 2019 and held it in 12 quarters. The position peaked at $7K in Q4 2025. 155 funds tracked by Wall St. Rank hold PML as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining PIMCO Municipal Income Fund II position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 900 PIMCO Municipal Income Fund II shares in Q1 2026, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in PIMCO Municipal Income Fund II in Q1 2019 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s PIMCO Municipal Income Fund II position peaked at $7K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.