TPBG
PML

Turning Point Benefit Group’s PIMCO Municipal Income Fund II PML Stock Holding History

Turning Point Benefit Group’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 		– Sell
-180
Closed -$1.36K – 608
2025
Q4 		$1.36K Hold
180
– – ﹤0.01% 510
2025
Q3 		$1.43K Buy
+180
New +$1.33K ﹤0.01% 345

Other funds holding PML

BI
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Turning Point Benefit Group's PML Position: Q1 2026 in Review

Turning Point Benefit Group sold out of PIMCO Municipal Income Fund II (PML) in Q1 2026, closing a stake of 180 shares — an estimated $1.36K sold.

Turning Point Benefit Group first reported a position in PML in Q3 2025 and held it in 2 quarters. The position peaked at $1.43K in Q3 2025. 155 funds tracked by Wall St. Rank hold PML as of Q1 2026.

  • Turning Point Benefit Group reported no remaining PIMCO Municipal Income Fund II position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 180 PIMCO Municipal Income Fund II shares in Q1 2026, an estimated $1.36K.
  • Turning Point Benefit Group first reported a position in PIMCO Municipal Income Fund II in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's PIMCO Municipal Income Fund II position peaked at $1.43K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.