FGC
PMF

Financial Gravity Companies’s PIMCO Municipal Income Fund PMF Stock Holding History

Financial Gravity Companies’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
Q2 		$27.3K Buy
+3,426
New +$27.6K 0.01% 397
2024
Q4 		$30K Buy
+3,346
New +$32.3K 0.01% 375

Other funds holding PMF

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Gravity Companies's PMF Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in PIMCO Municipal Income Fund (PMF) in Q2 2025: 3,426 shares worth $27.3K. The stake represents 0.01% of the portfolio and ranks #397 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PMF as recently as Q4 2024.

Financial Gravity Companies first reported a position in PMF in Q4 2024 and has held it in 2 quarters since. The position peaked at $30K in Q4 2024. 66 funds tracked by Wall St. Rank hold PMF as of Q2 2025.

  • Financial Gravity Companies held 3,426 shares of PIMCO Municipal Income Fund worth $27.3K as of Q2 2025.
  • PIMCO Municipal Income Fund was a new Financial Gravity Companies position in Q2 2025.
  • PIMCO Municipal Income Fund made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #397 holding.
  • Financial Gravity Companies first reported a position in PIMCO Municipal Income Fund in Q4 2024 and has held it in 2 quarters since.
  • Financial Gravity Companies's PIMCO Municipal Income Fund position peaked at $30K in Q4 2024.
  • 66 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.