CWC Advisors
PML icon

CWC Advisors’s PIMCO Municipal Income Fund II PML Stock Holding History

CWC 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
2026
Q3 		$88.8K Buy
13,511
+1,625
+14% +$11.8K 0.04% 159
2026
Q2 		$90.5K Buy
11,886
+1,125
+10% +$8.45K 0.04% 152
2026
Q1 		$81.5K Buy
+10,761
New +$82.5K 0.04% 149

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Williams & Novak
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Whipplewood Advisors
Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

CWC Advisors's PML Position: Q3 2026 in Review

CWC Advisors increased its PIMCO Municipal Income Fund II (PML) stake by 14% in Q3 2026, buying an estimated $11.8K and bringing the position to 13,511 shares worth $88.8K. The position accounts for 0.04% of the portfolio, ranked #159.

CWC Advisors first reported a position in PML in Q1 2026 and has held it in 3 quarters since. The position peaked at $90.5K in Q2 2026. 25 funds tracked by Wall St. Rank hold PML as of Q3 2026.

  • CWC Advisors held 13,511 shares of PIMCO Municipal Income Fund II worth $88.8K as of Q3 2026.
  • CWC Advisors bought 1,625 PIMCO Municipal Income Fund II shares in Q3 2026, an estimated $11.8K.
  • PIMCO Municipal Income Fund II made up 0.04% of CWC Advisors's portfolio in Q3 2026, its #159 holding.
  • CWC Advisors first reported a position in PIMCO Municipal Income Fund II in Q1 2026 and has held it in 3 quarters since.
  • CWC Advisors's PIMCO Municipal Income Fund II position peaked at $90.5K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.