SPIA
PMX

Steward Partners Investment Advisory’s PIMCO Municipal Income Fund III PMX Stock Holding History

Steward Partners Investment Advisory’s Portfolio PMX Stock Details PMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,409
Closed -$16.5K – 4358
2025
Q2 		$16.5K Hold
2,409
– – ﹤0.01% 2998
2025
Q1 		$17.2K Sell
2,409
-5,575
-70% -$40.9K ﹤0.01% 2873
2024
Q4 		$58.8K Hold
7,984
– – ﹤0.01% 2257
2024
Q3 		$65.9K Buy
7,984
+609
+8% +$4.83K ﹤0.01% 2095
2024
Q2 		$58.1K Buy
7,375
+5,575
+310% +$41.8K ﹤0.01% 2034
2024
Q1 		$13.4K Hold
1,800
– – ﹤0.01% 2693
2023
Q4 		$13.3K Hold
1,800
– – ﹤0.01% 2578
2023
Q3 		$11.6K Sell
1,800
-865
-32% -$6.48K ﹤0.01% 2535
2023
Q2 		$21.5K Hold
2,665
– – ﹤0.01% 2256
2023
Q1 		$22.1K Hold
2,665
– – ﹤0.01% 2207
2022
Q4 		$23.2K Hold
2,665
– – ﹤0.01% 2172
2022
Q3 		$21K Hold
2,665
– – ﹤0.01% 2208
2022
Q2 		$25K Buy
+2,665
New +$25.1K ﹤0.01% 2129

Other funds holding PMX

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's PMX Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of PIMCO Municipal Income Fund III (PMX) in Q3 2025, closing a stake of 2,409 shares — an estimated $16.5K sold.

Steward Partners Investment Advisory first reported a position in PMX in Q2 2022 and held it in 13 quarters. The position peaked at $65.9K in Q3 2024. 1 fund tracked by Wall St. Rank holds PMX as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining PIMCO Municipal Income Fund III position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,409 PIMCO Municipal Income Fund III shares in Q3 2025, an estimated $16.5K.
  • Steward Partners Investment Advisory first reported a position in PIMCO Municipal Income Fund III in Q2 2022 and held it in 13 quarters.
  • Steward Partners Investment Advisory's PIMCO Municipal Income Fund III position peaked at $65.9K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.