Creative Planning
PMIO

Creative Planning’s PGIM Municipal Income Opportunities ETF PMIO Stock Holding History

Creative Planning’s Portfolio PMIO Stock Details PMIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$248K Hold
4,862
– – ﹤0.01% 3724
2026
Q1 		$246K Buy
+4,862
New +$249K ﹤0.01% 3586

Other funds holding PMIO

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $418M AUM 18.65% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Creative Planning's PMIO Position: Q2 2026 in Review

Creative Planning held its PGIM Municipal Income Opportunities ETF (PMIO) position steady in Q2 2026 at 4,862 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #3724.

Creative Planning first reported a position in PMIO in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold PMIO as of Q2 2026.

  • Creative Planning held 4,862 shares of PGIM Municipal Income Opportunities ETF worth $248K as of Q2 2026.
  • Creative Planning left its PGIM Municipal Income Opportunities ETF share count unchanged in Q2 2026.
  • PGIM Municipal Income Opportunities ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3724 holding.
  • Creative Planning first reported a position in PGIM Municipal Income Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held PGIM Municipal Income Opportunities ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.