Altus Wealth Group’s Western Asset Managed Municipals Fund MMU Stock Holding History

Altus Wealth Group’s Portfolio MMU Stock Details MMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$102K	Hold	11,371	–	–	0.04%	146
2026 Q2	$118K	Hold	11,371	–	–	0.04%	152
2026 Q1	$117K	Hold	11,371	–	–	0.05%	140
2025 Q4	$119K	Hold	11,371	–	–	0.05%	142
2025 Q3	$118K	Hold	11,371	–	–	0.05%	142
2025 Q2	$113K	Hold	11,371	–	–	0.05%	136
2025 Q1	$117K	Hold	11,371	–	–	0.05%	131
2024 Q4	$116K	Hold	11,371	–	–	0.05%	141
2024 Q3	$123K	Hold	11,371	–	–	0.05%	143
2024 Q2	$118K	Hold	11,371	–	–	0.06%	132
2024 Q1	$119K	Sell	11,371 -2,090	-16%	-$21.3K	0.06%	138
2023 Q4	$137K	Sell	13,461 -1,530	-10%	-$14.4K	0.08%	139
2023 Q3	$134K	Sell	14,991 -5,749	-28%	-$55.6K	0.08%	127
2023 Q2	$206K	Hold	20,740	–	–	0.13%	129
2023 Q1	$213K	Hold	20,740	–	–	0.14%	120
2022 Q4	$209K	Sell	20,740 -1,500	-7%	-$14.9K	0.16%	125
2022 Q3	$297K	Hold	22,240	–	–	0.3%	83
2022 Q2	$297K	Hold	22,240	–	–	0.3%	83
2022 Q1	$258K	Hold	22,240	–	–	0.21%	91
2021 Q4	$291K	Hold	22,240	–	–	0.24%	88
2021 Q3	$297K	Hold	22,240	–	–	0.3%	83
2021 Q2	$301K	Hold	22,240	–	–	0.29%	79
2021 Q1	$296K	Hold	22,240	–	–	0.29%	78
2020 Q4	$286K	Buy	+22,240	New	+$278K	0.27%	77

Other funds holding MMU

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc. Wadsworth, Ohio $274M AUM

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Capstone Capital Henderson, Nevada $179M AUM 14.26% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $261M AUM 23.1% 1-Year Est. Return

Altus Wealth Group's MMU Position: Q3 2026 in Review

Altus Wealth Group held its Western Asset Managed Municipals Fund (MMU) position steady in Q3 2026 at 11,371 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #146.

Altus Wealth Group first reported a position in MMU in Q4 2020 and has held it in 24 quarters since. The position peaked at $301K in Q2 2021. 16 funds tracked by Wall St. Rank hold MMU as of Q3 2026.

Altus Wealth Group held 11,371 shares of Western Asset Managed Municipals Fund worth $102K as of Q3 2026.
Altus Wealth Group left its Western Asset Managed Municipals Fund share count unchanged in Q3 2026.
Western Asset Managed Municipals Fund made up 0.04% of Altus Wealth Group's portfolio in Q3 2026, its #146 holding.
Altus Wealth Group first reported a position in Western Asset Managed Municipals Fund in Q4 2020 and has held it in 24 quarters since.
Altus Wealth Group's Western Asset Managed Municipals Fund position peaked at $301K in Q2 2021.
16 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.