MWM
PML

Melfa Wealth Management’s PIMCO Municipal Income Fund II PML Stock Holding History

Melfa Wealth Management’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 		$1.16M Hold
153,692
– – 0.67% 36
2025
Q4 		$1.16M Sell
153,692
-5,200
-3% -$40.4K 0.67% 37
2025
Q3 		$1.26M Buy
158,892
+133,892
+536% +$986K 0.74% 35
2025
Q2 		$186K Buy
25,000
+7,500
+43% +$56.5K 0.12% 171
2025
Q1 		$142K Hold
17,500
– – 0.1% 184
2024
Q4 		$142K Hold
17,500
– – 0.09% 184
2024
Q3 		$164K Hold
17,500
– – 0.11% 179
2024
Q2 		$149K Hold
17,500
– – 0.1% 178
2024
Q1 		$149K Buy
+17,500
New +$147K 0.11% 171

Other funds holding PML

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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 $12.6B AUM 27.3% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
WWMSC
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