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

IFP 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	$24.4K	Hold	3,221	–	–	﹤0.01%	2674
2025 Q4	$24.3K	Buy	+3,221	New	+$25K	﹤0.01%	2622
2023 Q4	–	Sell	-1,000	Closed	-$7.69K	–	3267
2023 Q3	$7.69K	Hold	1,000	–	–	﹤0.01%	2359
2023 Q2	$9.04K	Hold	1,000	–	–	﹤0.01%	2334
2023 Q1	$13.3K	Sell	1,000 -1,146	-53%	-$10.6K	﹤0.01%	2183
2022 Q4	$28K	Hold	2,146	–	–	﹤0.01%	2651
2022 Q3	$28K	Hold	2,146	–	–	﹤0.01%	2819
2022 Q2	$28K	Hold	2,146	–	–	﹤0.01%	2586
2022 Q1	$28K	Buy	+2,146	New	+$28.2K	﹤0.01%	2586
2019 Q1	–	Sell	-825	Closed	-$11K	–	3156
2018 Q4	$11K	Hold	825	–	–	﹤0.01%	2461
2018 Q3	$11K	Sell	825 -3,000	-78%	-$39.5K	﹤0.01%	2807
2018 Q2	$50K	Hold	3,825	–	–	﹤0.01%	1910
2018 Q1	$50K	Hold	3,825	–	–	﹤0.01%	1809
2017 Q4	$50K	Sell	3,825 -2,799	-42%	-$37.2K	﹤0.01%	1826
2017 Q3	$87K	Sell	6,624 -155	-2%	-$2.06K	﹤0.01%	1642
2017 Q2	$89K	Buy	6,779 +133	+2%	+$1.73K	﹤0.01%	1593
2017 Q1	$84K	Hold	6,646	–	–	﹤0.01%	1604
2016 Q4	$81K	Hold	6,646	–	–	﹤0.01%	1580
2016 Q3	$91K	Hold	6,646	–	–	﹤0.01%	1425
2016 Q2	$93K	Buy	+6,646	New	+$90.1K	0.01%	1383
2016 Q1	–	Sell	-6,646	Closed	-$83K	–	3153
2015 Q4	$83K	Buy	+6,646	New	+$81.4K	0.01%	1286

Other funds holding PML

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return

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