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
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 $81.2B AUM 27.81% 1-Year Est. Return
Jane Street
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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Mosaic Family Wealth Partners's PMIO Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its PGIM Municipal Income Opportunities ETF (PMIO) stake by 29% in Q1 2026, buying an estimated $619K and bringing the position to 53,877 shares worth $2.72M. The position accounts for 0.28% of the portfolio, ranked #52.

Mosaic Family Wealth Partners first reported a position in PMIO in Q4 2025 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold PMIO as of Q1 2026.

  • Mosaic Family Wealth Partners held 53,877 shares of PGIM Municipal Income Opportunities ETF worth $2.72M as of Q1 2026.
  • Mosaic Family Wealth Partners bought 12,074 PGIM Municipal Income Opportunities ETF shares in Q1 2026, an estimated $619K.
  • PGIM Municipal Income Opportunities ETF made up 0.28% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #52 holding.
  • Mosaic Family Wealth Partners first reported a position in PGIM Municipal Income Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held PGIM Municipal Income Opportunities ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.