AWM
PMM

Activest Wealth Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Activest Wealth Management’s Portfolio PMM Stock Details PMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,600
Closed -$40.6K – 1463
2026
Q1 		$40.6K Buy
6,600
+2,100
+47% +$13.2K 0.01% 378
2025
Q4 		$28.2K Sell
4,500
-2,100
-32% -$12.9K 0.01% 423
2025
Q3 		$39.9K Hold
6,600
– – 0.01% 289
2025
Q2 		$39.5K Hold
6,600
– – 0.01% 235
2025
Q1 		$40.5K Hold
6,600
– – 0.01% 208
2024
Q4 		$39.4K Sell
6,600
-8,000
-55% -$50.3K 0.01% 193
2024
Q3 		$95K Sell
14,600
-6,900
-32% -$43.7K 0.03% 124
2024
Q2 		$133K Buy
+21,500
New +$129K 0.04% 110

Other funds holding PMM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Activest Wealth Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2026, closing a stake of 6,600 shares — an estimated $40.6K sold.

Activest Wealth Management first reported a position in PMM in Q2 2024 and held it in 8 quarters. The position peaked at $133K in Q2 2024. 10 funds tracked by Wall St. Rank hold PMM as of Q2 2026.

  • Activest Wealth Management reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 6,600 Franklin Managed Municipal Income Trust shares in Q2 2026, an estimated $40.6K.
  • Activest Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q2 2024 and held it in 8 quarters.
  • Activest Wealth Management's Franklin Managed Municipal Income Trust position peaked at $133K in Q2 2024.
  • 10 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2026.

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