CCWA
PML

CLA (CliftonLarsonAllen) Wealth Advisors’s PIMCO Municipal Income Fund II PML Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2025
Q4 		– Sell
-120,000
Closed -$949K – 213
2025
Q3 		$949K Buy
120,000
+80,000
+200% +$589K 0.02% 168
2025
Q2 		$298K Hold
40,000
– – 0.01% 195
2025
Q1 		$324K Hold
40,000
– – 0.01% 183
2024
Q4 		$324K Hold
40,000
– – 0.01% 181
2024
Q3 		$376K Buy
+40,000
New +$350K 0.01% 173

Other funds holding PML

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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 $12.6B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return