Landmark Wealth Management (New York)’s PGIM Municipal Income Opportunities ETF PMIO Stock Holding History

Landmark Wealth Management (New York)’s Portfolio PMIO Stock Details PMIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$407K	Buy	8,065 +2,496	+45%	+$128K	0.11%	121
2025 Q4	$284K	Buy	5,569 +78	+1%	+$3.98K	0.11%	78
2025 Q3	$280K	Sell	5,491 -1,299	-19%	-$65.1K	0.11%	77
2025 Q2	$341K	Buy	+6,790	New	+$338K	0.15%	71

Other funds holding PMIO

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Landmark Wealth Management (New York)'s PMIO Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its PGIM Municipal Income Opportunities ETF (PMIO) stake by 45% in Q1 2026, buying an estimated $128K and bringing the position to 8,065 shares worth $407K. The position accounts for 0.11% of the portfolio, ranked #121.

Landmark Wealth Management (New York) first reported a position in PMIO in Q2 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold PMIO as of Q1 2026.

Landmark Wealth Management (New York) held 8,065 shares of PGIM Municipal Income Opportunities ETF worth $407K as of Q1 2026.
Landmark Wealth Management (New York) bought 2,496 PGIM Municipal Income Opportunities ETF shares in Q1 2026, an estimated $128K.
PGIM Municipal Income Opportunities ETF made up 0.11% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #121 holding.
Landmark Wealth Management (New York) first reported a position in PGIM Municipal Income Opportunities ETF in Q2 2025 and has held it in 4 quarters since.
10 funds tracked by Wall St. Rank held PGIM Municipal Income Opportunities ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.