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

Wealth Alliance’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
-15,000
Closed -$113K – 583
2025
Q4 		$113K Hold
15,000
– – 0.01% 540
2025
Q3 		$119K Buy
+15,000
New +$111K 0.01% 540

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

Wealth Alliance's PML Position: Q1 2026 in Review

Wealth Alliance sold out of PIMCO Municipal Income Fund II (PML) in Q1 2026, closing a stake of 15,000 shares — an estimated $113K sold.

Wealth Alliance first reported a position in PML in Q3 2025 and held it in 2 quarters. The position peaked at $119K in Q3 2025. 155 funds tracked by Wall St. Rank hold PML as of Q1 2026.

  • Wealth Alliance reported no remaining PIMCO Municipal Income Fund II position as of Q1 2026 after selling out during the quarter.
  • Wealth Alliance sold 15,000 PIMCO Municipal Income Fund II shares in Q1 2026, an estimated $113K.
  • Wealth Alliance first reported a position in PIMCO Municipal Income Fund II in Q3 2025 and held it in 2 quarters.
  • Wealth Alliance's PIMCO Municipal Income Fund II position peaked at $119K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.