ARC
PMM

Advisor Resource Council’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Advisor Resource Council’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
2025
Q2 		– Sell
-66,293
Closed -$406K – 466
2025
Q1 		$406K Buy
+66,293
New +$411K 0.03% 397
2024
Q1 		– Sell
-49,300
Closed -$300K – 437
2023
Q4 		$300K Buy
+49,300
New +$276K 0.03% 345

Other funds holding PMM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisor Resource Council's PMM Position: Q2 2025 in Review

Advisor Resource Council sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2025, closing a stake of 66,293 shares — an estimated $406K sold.

Advisor Resource Council first reported a position in PMM in Q4 2023 and held it in 2 quarters. The position peaked at $406K in Q1 2025. 84 funds tracked by Wall St. Rank hold PMM as of Q2 2025.

  • Advisor Resource Council reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 66,293 Franklin Managed Municipal Income Trust shares in Q2 2025, an estimated $406K.
  • Advisor Resource Council first reported a position in Franklin Managed Municipal Income Trust in Q4 2023 and held it in 2 quarters.
  • Advisor Resource Council's Franklin Managed Municipal Income Trust position peaked at $406K in Q1 2025.
  • 84 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.