MFWP
PMIO

Mosaic Family Wealth Partners’s PGIM Municipal Income Opportunities ETF PMIO Stock Holding History

Mosaic Family Wealth Partners’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
Q2 		$5.71M Buy
111,692
+57,815
+107% +$2.94M 0.38% 40
2026
Q1 		$2.72M Buy
53,877
+12,074
+29% +$619K 0.28% 52
2025
Q4 		$2.13M Buy
+41,803
New +$2.14M 0.23% 55

Other funds holding PMIO

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $418M AUM 18.65% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Mosaic Family Wealth Partners's PMIO Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its PGIM Municipal Income Opportunities ETF (PMIO) stake by 107% in Q2 2026, buying an estimated $2.94M and bringing the position to 111,692 shares worth $5.71M. The position accounts for 0.38% of the portfolio, ranked #40.

Mosaic Family Wealth Partners first reported a position in PMIO in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold PMIO as of Q2 2026.

  • Mosaic Family Wealth Partners held 111,692 shares of PGIM Municipal Income Opportunities ETF worth $5.71M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 57,815 PGIM Municipal Income Opportunities ETF shares in Q2 2026, an estimated $2.94M.
  • PGIM Municipal Income Opportunities ETF made up 0.38% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #40 holding.
  • Mosaic Family Wealth Partners first reported a position in PGIM Municipal Income Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held PGIM Municipal Income Opportunities ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.