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

EverSource 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
2026 Q2	$2.66K	Hold	350	–	–	﹤0.01%	3601
2026 Q1	$2.65K	Hold	350	–	–	﹤0.01%	3542
2025 Q4	$2.64K	Hold	350	–	–	﹤0.01%	3399
2025 Q3	$2.77K	Hold	350	–	–	﹤0.01%	3404
2025 Q2	$2.61K	Hold	350	–	–	﹤0.01%	3414
2025 Q1	$2.83K	Hold	350	–	–	﹤0.01%	2761
2024 Q4	$2.83K	Hold	350	–	–	﹤0.01%	2580
2024 Q3	$3.29K	Hold	350	–	–	﹤0.01%	2387
2024 Q2	$2.99K	Buy	+350	New	+$2.94K	﹤0.01%	2415

Other funds holding PML

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EverSource Wealth Advisors's PML Position: Q2 2026 in Review

EverSource Wealth Advisors held its PIMCO Municipal Income Fund II (PML) position steady in Q2 2026 at 350 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #3601.

EverSource Wealth Advisors first reported a position in PML in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.29K in Q3 2024. 153 funds tracked by Wall St. Rank hold PML as of Q2 2026.

EverSource Wealth Advisors held 350 shares of PIMCO Municipal Income Fund II worth $2.66K as of Q2 2026.
EverSource Wealth Advisors left its PIMCO Municipal Income Fund II share count unchanged in Q2 2026.
PIMCO Municipal Income Fund II made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3601 holding.
EverSource Wealth Advisors first reported a position in PIMCO Municipal Income Fund II in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's PIMCO Municipal Income Fund II position peaked at $3.29K in Q3 2024.
153 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.