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

Spire 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 Q2	$148K	Hold	19,500	–	–	﹤0.01%	870
2026 Q1	$148K	Hold	19,500	–	–	0.01%	870
2025 Q4	$147K	Hold	19,500	–	–	﹤0.01%	883
2025 Q3	$154K	Hold	19,500	–	–	0.01%	859
2025 Q2	$145K	Sell	19,500 -5,000	-20%	-$37.7K	0.01%	852
2025 Q1	$198K	Hold	24,500	–	–	0.01%	825
2024 Q4	$198K	Hold	24,500	–	–	0.01%	822
2024 Q3	$230K	Hold	24,500	–	–	0.01%	697
2024 Q2	$209K	Hold	24,500	–	–	0.01%	707
2024 Q1	$208K	Sell	24,500 -1,000	-4%	-$8.42K	﹤0.01%	759
2023 Q4	$207K	Buy	+25,500	New	+$198K	0.01%	753

Other funds holding PML

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Spire Wealth Management's PML Position: Q2 2026 in Review

Spire Wealth Management held its PIMCO Municipal Income Fund II (PML) position steady in Q2 2026 at 19,500 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Spire Wealth Management first reported a position in PML in Q4 2023 and has held it in 11 quarters since. The position peaked at $230K in Q3 2024. 153 funds tracked by Wall St. Rank hold PML as of Q2 2026.

Spire Wealth Management held 19,500 shares of PIMCO Municipal Income Fund II worth $148K as of Q2 2026.
Spire Wealth Management left its PIMCO Municipal Income Fund II share count unchanged in Q2 2026.
PIMCO Municipal Income Fund II made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #870 holding.
Spire Wealth Management first reported a position in PIMCO Municipal Income Fund II in Q4 2023 and has held it in 11 quarters since.
Spire Wealth Management's PIMCO Municipal Income Fund II position peaked at $230K in Q3 2024.
153 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.