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 Q1	$246K	Buy	+4,862	New	+$249K	﹤0.01%	3586

Other funds holding PMIO

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

LWMNY

Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

Creative Planning's PMIO Position: Q1 2026 in Review

Creative Planning opened a new position in PGIM Municipal Income Opportunities ETF (PMIO) in Q1 2026: 4,862 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #3586 among its holdings.

10 funds tracked by Wall St. Rank hold PMIO as of Q1 2026.

Creative Planning held 4,862 shares of PGIM Municipal Income Opportunities ETF worth $246K as of Q1 2026.
PGIM Municipal Income Opportunities ETF was a new Creative Planning position in Q1 2026.
PGIM Municipal Income Opportunities ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3586 holding.
10 funds tracked by Wall St. Rank held PGIM Municipal Income Opportunities ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.