FFO
PMX

Fortitude Family Office’s PIMCO Municipal Income Fund III PMX Stock Holding History

Fortitude Family Office’s Portfolio PMX Stock Details PMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,930
Closed -$136K – 2111
2025
Q1 		$136K Hold
18,930
– – 0.05% 129
2024
Q4 		$139K Hold
18,930
– – 0.05% 148
2024
Q3 		$156K Buy
+18,930
New +$150K 0.06% 126

Other funds holding PMX

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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Fortitude Family Office's PMX Position: Q2 2025 in Review

Fortitude Family Office sold out of PIMCO Municipal Income Fund III (PMX) in Q2 2025, closing a stake of 18,930 shares — an estimated $136K sold.

Fortitude Family Office first reported a position in PMX in Q3 2024 and held it in 3 quarters. The position peaked at $156K in Q3 2024. 63 funds tracked by Wall St. Rank hold PMX as of Q2 2025.

  • Fortitude Family Office reported no remaining PIMCO Municipal Income Fund III position as of Q2 2025 after selling out during the quarter.
  • Fortitude Family Office sold 18,930 PIMCO Municipal Income Fund III shares in Q2 2025, an estimated $136K.
  • Fortitude Family Office first reported a position in PIMCO Municipal Income Fund III in Q3 2024 and held it in 3 quarters.
  • Fortitude Family Office's PIMCO Municipal Income Fund III position peaked at $156K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q2 2025.

Based on Fortitude Family Office's 13F filing for Q2 2025, filed 15 Jul 2025.