WP
PMIO

WealthPLAN Partners’s PGIM Municipal Income Opportunities ETF PMIO Stock Holding History

WealthPLAN Partners’s Portfolio PMIO Stock Details PMIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$300K Buy
+5,875
New +$299K 0.06% 191

Other funds holding PMIO

MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

WealthPLAN Partners's PMIO Position: Q2 2026 in Review

WealthPLAN Partners opened a new position in PGIM Municipal Income Opportunities ETF (PMIO) in Q2 2026: 5,875 shares worth $300K. The stake represents 0.06% of the portfolio and ranks #191 among its holdings.

7 funds tracked by Wall St. Rank hold PMIO as of Q2 2026.

  • WealthPLAN Partners held 5,875 shares of PGIM Municipal Income Opportunities ETF worth $300K as of Q2 2026.
  • PGIM Municipal Income Opportunities ETF was a new WealthPLAN Partners position in Q2 2026.
  • PGIM Municipal Income Opportunities ETF made up 0.06% of WealthPLAN Partners's portfolio in Q2 2026, its #191 holding.
  • 7 funds tracked by Wall St. Rank held PGIM Municipal Income Opportunities ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.