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 $1.31B 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's PML Position: Q4 2025 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of PIMCO Municipal Income Fund II (PML) in Q4 2025, closing a stake of 120,000 shares — an estimated $949K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PML in Q3 2024 and held it in 5 quarters. The position peaked at $949K in Q3 2025. 168 funds tracked by Wall St. Rank hold PML as of Q4 2025.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining PIMCO Municipal Income Fund II position as of Q4 2025 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 120,000 PIMCO Municipal Income Fund II shares in Q4 2025, an estimated $949K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PIMCO Municipal Income Fund II in Q3 2024 and held it in 5 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's PIMCO Municipal Income Fund II position peaked at $949K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q4 2025.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.