Peterson Wealth Management
PML icon

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

Peterson 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
Q3 		$11K Buy
1,675
+24
+1% +$174 0.01% 142
2026
Q2 		$12.6K Buy
1,651
+26
+2% +$195 0.01% 137
2026
Q1 		$12.3K Buy
+1,625
New +$12.5K 0.01% 124

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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Gridiron Partners
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Williams & Novak
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Rareview Capital
Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return
GenTrust
GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return
Wakefield Asset Management
Wakefield Asset Management Englewood, Colorado $437M AUM 35.92% 1-Year Est. Return

Peterson Wealth Management's PML Position: Q3 2026 in Review

Peterson Wealth Management increased its PIMCO Municipal Income Fund II (PML) stake by 1.5% in Q3 2026, buying an estimated $174 and bringing the position to 1,675 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #142.

Peterson Wealth Management first reported a position in PML in Q1 2026 and has held it in 3 quarters since. The position peaked at $12.6K in Q2 2026. 80 funds tracked by Wall St. Rank hold PML as of Q3 2026.

  • Peterson Wealth Management held 1,675 shares of PIMCO Municipal Income Fund II worth $11K as of Q3 2026.
  • Peterson Wealth Management bought 24 PIMCO Municipal Income Fund II shares in Q3 2026, an estimated $174.
  • PIMCO Municipal Income Fund II made up 0.01% of Peterson Wealth Management's portfolio in Q3 2026, its #142 holding.
  • Peterson Wealth Management first reported a position in PIMCO Municipal Income Fund II in Q1 2026 and has held it in 3 quarters since.
  • Peterson Wealth Management's PIMCO Municipal Income Fund II position peaked at $12.6K in Q2 2026.
  • 80 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q3 2026.

Based on Peterson Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.