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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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. 86 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.
  • 86 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.