Envestnet Asset Management
PMIO

Envestnet Asset Management’s PGIM Municipal Income Opportunities ETF PMIO Stock Holding History

Envestnet Asset Management’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 		$237K Buy
4,637
+479
+12% +$24.4K ﹤0.01% 4568
2026
Q1 		$210K Buy
+4,158
New +$213K ﹤0.01% 4487

Other funds holding PMIO

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Envestnet Asset Management's PMIO Position: Q2 2026 in Review

Envestnet Asset Management increased its PGIM Municipal Income Opportunities ETF (PMIO) stake by 12% in Q2 2026, buying an estimated $24.4K and bringing the position to 4,637 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #4568.

Envestnet Asset Management first reported a position in PMIO in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold PMIO as of Q2 2026.

  • Envestnet Asset Management held 4,637 shares of PGIM Municipal Income Opportunities ETF worth $237K as of Q2 2026.
  • Envestnet Asset Management bought 479 PGIM Municipal Income Opportunities ETF shares in Q2 2026, an estimated $24.4K.
  • PGIM Municipal Income Opportunities ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4568 holding.
  • Envestnet Asset Management first reported a position in PGIM Municipal Income Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held PGIM Municipal Income Opportunities ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.