UWP
PMF

Uniting Wealth Partners’s PIMCO Municipal Income Fund PMF Stock Holding History

Uniting Wealth Partners’s Portfolio PMF Stock Details PMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20,913
Closed -$185K – 122
2025
Q1 		$185K Hold
20,913
– – 0.09% 97
2024
Q4 		$188K Buy
+20,913
New +$202K 0.09% 98

Other funds holding PMF

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Uniting Wealth Partners's PMF Position: Q2 2025 in Review

Uniting Wealth Partners sold out of PIMCO Municipal Income Fund (PMF) in Q2 2025, closing a stake of 20,913 shares — an estimated $185K sold.

Uniting Wealth Partners first reported a position in PMF in Q4 2024 and held it in 2 quarters. The position peaked at $188K in Q4 2024. 66 funds tracked by Wall St. Rank hold PMF as of Q2 2025.

  • Uniting Wealth Partners reported no remaining PIMCO Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Uniting Wealth Partners sold 20,913 PIMCO Municipal Income Fund shares in Q2 2025, an estimated $185K.
  • Uniting Wealth Partners first reported a position in PIMCO Municipal Income Fund in Q4 2024 and held it in 2 quarters.
  • Uniting Wealth Partners's PIMCO Municipal Income Fund position peaked at $188K in Q4 2024.
  • 66 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund as of Q2 2025.

Based on Uniting Wealth Partners's 13F filing for Q2 2025, filed 5 Aug 2025.