EE
PMF

EWG Elevate’s PIMCO Municipal Income Fund PMF Stock Holding History

EWG Elevate’s Portfolio PMF Stock Details PMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,311
Closed -$146K – 153
2024
Q4 		$146K Hold
16,311
– – 0.04% 145
2024
Q3 		$168K Hold
16,311
– – 0.07% 108
2024
Q2 		$150K Hold
16,311
– – 0.05% 128
2024
Q1 		$152K Hold
16,311
– – 0.06% 118
2023
Q4 		$152K Buy
16,311
+2,200
+16% +$19.1K 0.06% 101
2023
Q3 		$119K Hold
14,111
– – 0.05% 90
2023
Q2 		$145K Hold
14,111
– – 0.06% 91
2023
Q1 		$140K Hold
14,111
– – 0.06% 88
2022
Q4 		$147K Buy
+14,111
New +$146K 0.07% 87

Other funds holding PMF

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWG Elevate's PMF Position: Q1 2025 in Review

EWG Elevate sold out of PIMCO Municipal Income Fund (PMF) in Q1 2025, closing a stake of 16,311 shares — an estimated $146K sold.

EWG Elevate first reported a position in PMF in Q4 2022 and held it in 9 quarters. The position peaked at $168K in Q3 2024. 56 funds tracked by Wall St. Rank hold PMF as of Q1 2025.

  • EWG Elevate reported no remaining PIMCO Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • EWG Elevate sold 16,311 PIMCO Municipal Income Fund shares in Q1 2025, an estimated $146K.
  • EWG Elevate first reported a position in PIMCO Municipal Income Fund in Q4 2022 and held it in 9 quarters.
  • EWG Elevate's PIMCO Municipal Income Fund position peaked at $168K in Q3 2024.
  • 56 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund as of Q1 2025.

Based on EWG Elevate's 13F filing for Q1 2025, filed 10 Apr 2025.