EWA
PML

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
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

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return