Position in PML
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$60,673
New position
Shares Held
8,015
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Mar 31, 2026Clear Point Advisors Inc. holds $7,409,560 across 8 Asset Management names. PML ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
38,298 | $4,846,994 | |
| 2 | BSL |
Blackstone Senior Floating Rate 2027 Term Fund
|
85,465 | $1,106,771 | |
| 3 | WT |
WisdomTree, Inc.
|
52,844 | $769,408 | |
| 4 | FFA |
First Trust Enhanced Equity Income Fund
|
26,385 | $538,254 | |
| 5 | PML |
Pimco Municipal Income Fund II
This page
|
8,015 | $60,673 | |
| 6 | PFL |
Pimco Income Strategy Fund
|
5,642 | $45,136 | |
| 7 | LEO |
Bny Mellon Strategic Municipals, Inc.
|
4,571 | $28,751 | |
| 8 | IQI |
Invesco Quality Municipal Income Trust
|
1,411 | $13,573 |
All Filings in PML
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,673 | 8,015 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||