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PML

NewEdge Advisors’s PIMCO Municipal Income Fund II PML Stock Holding History

NewEdge Advisors’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 		$549K Buy
72,509
+5,810
+9% +$44.6K ﹤0.01% 1914
2025
Q4 		$503K Sell
66,699
-22,414
-25% -$174K ﹤0.01% 1963
2025
Q3 		$705K Sell
89,113
-6,199
-7% -$45.7K ﹤0.01% 1612
2025
Q2 		$710K Sell
95,312
-2,118
-2% -$16K ﹤0.01% 1486
2025
Q1 		$789K Buy
97,430
+896
+0.9% +$7.46K ﹤0.01% 1319
2024
Q4 		$781K Buy
96,534
+9,830
+11% +$86.4K ﹤0.01% 1296
2024
Q3 		$814K Buy
86,704
+5,927
+7% +$51.9K 0.01% 1199
2024
Q2 		$689K Buy
80,777
+19,394
+32% +$163K 0.01% 1239
2024
Q1 		$522K Sell
61,383
-11,600
-16% -$97.7K ﹤0.01% 1324
2023
Q4 		$602K Sell
72,983
-20,000
-22% -$156K 0.01% 1192
2023
Q3 		$715K Sell
92,983
-800
-0.9% -$6.98K 0.01% 1017
2023
Q2 		$848K Sell
93,783
-1,800
-2% -$16.4K 0.01% 943
2023
Q1 		$874K Buy
95,583
+27,000
+39% +$249K 0.01% 842
2022
Q4 		$545K Buy
68,583
+10,750
+19% +$100K 0.01% 744
2022
Q3 		$551K Buy
57,833
+28,450
+97% +$314K 0.01% 921
2022
Q2 		$315K Sell
29,383
-816
-3% -$8.88K 0.01% 1193
2022
Q1 		$347K Buy
30,199
+4,200
+16% +$55.1K 0.01% 932
2021
Q4 		$380K Buy
+25,999
New +$374K 0.01% 1206

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