JSW
PML

Journey Strategic Wealth’s PIMCO Municipal Income Fund II PML Stock Holding History

Journey Strategic Wealth’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 		$186K Buy
24,536
+6,193
+34% +$47.5K ﹤0.01% 784
2025
Q4 		$138K Buy
+18,343
New +$143K ﹤0.01% 741

Other funds holding PML

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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 $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Journey Strategic Wealth's PML Position: Q1 2026 in Review

Journey Strategic Wealth increased its PIMCO Municipal Income Fund II (PML) stake by 34% in Q1 2026, buying an estimated $47.5K and bringing the position to 24,536 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Journey Strategic Wealth first reported a position in PML in Q4 2025 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold PML as of Q1 2026.

  • Journey Strategic Wealth held 24,536 shares of PIMCO Municipal Income Fund II worth $186K as of Q1 2026.
  • Journey Strategic Wealth bought 6,193 PIMCO Municipal Income Fund II shares in Q1 2026, an estimated $47.5K.
  • PIMCO Municipal Income Fund II made up ﹤0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #784 holding.
  • Journey Strategic Wealth first reported a position in PIMCO Municipal Income Fund II in Q4 2025 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.