AWM
MFM

Activest Wealth Management’s Aberdeen Municipal Income Fund MFM Stock Holding History

Activest Wealth Management’s Portfolio MFM Stock Details MFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-14,816
Closed -$79.9K – 1444
2026
Q1 		$79.9K Hold
14,816
– – 0.01% 261
2025
Q4 		$80.5K Hold
14,816
– – 0.02% 244
2025
Q3 		$79.9K Buy
+14,816
New +$76.8K 0.02% 211

Other funds holding MFM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Activest Wealth Management's MFM Position: Q2 2026 in Review

Activest Wealth Management sold out of Aberdeen Municipal Income Fund (MFM) in Q2 2026, closing a stake of 14,816 shares — an estimated $79.9K sold.

Activest Wealth Management first reported a position in MFM in Q3 2025 and held it in 3 quarters. The position peaked at $80.5K in Q4 2025. 36 funds tracked by Wall St. Rank hold MFM as of Q2 2026.

  • Activest Wealth Management reported no remaining Aberdeen Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 14,816 Aberdeen Municipal Income Fund shares in Q2 2026, an estimated $79.9K.
  • Activest Wealth Management first reported a position in Aberdeen Municipal Income Fund in Q3 2025 and held it in 3 quarters.
  • Activest Wealth Management's Aberdeen Municipal Income Fund position peaked at $80.5K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.