WealthPLAN Partners
PMIO icon

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
Q3 		$285K Hold
5,875
– – 0.05% 190
2026
Q2 		$300K Buy
+5,875
New +$299K 0.06% 191

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WealthPLAN Partners's PMIO Position: Q3 2026 in Review

WealthPLAN Partners held its PGIM Municipal Income Opportunities ETF (PMIO) position steady in Q3 2026 at 5,875 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #190.

WealthPLAN Partners first reported a position in PMIO in Q2 2026 and has held it in 2 quarters since. The position peaked at $300K in Q2 2026. 14 funds tracked by Wall St. Rank hold PMIO as of Q3 2026.

  • WealthPLAN Partners held 5,875 shares of PGIM Municipal Income Opportunities ETF worth $285K as of Q3 2026.
  • WealthPLAN Partners left its PGIM Municipal Income Opportunities ETF share count unchanged in Q3 2026.
  • PGIM Municipal Income Opportunities ETF made up 0.05% of WealthPLAN Partners's portfolio in Q3 2026, its #190 holding.
  • WealthPLAN Partners first reported a position in PGIM Municipal Income Opportunities ETF in Q2 2026 and has held it in 2 quarters since.
  • WealthPLAN Partners's PGIM Municipal Income Opportunities ETF position peaked at $300K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held PGIM Municipal Income Opportunities ETF as of Q3 2026.

Based on WealthPLAN Partners's 13F filing for Q3 2026, filed 15 Oct 2026.