AAS
PMM

Ameritas Advisory Services’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Ameritas Advisory Services’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
Q3 		– Sell
-3,000
Closed -$17.9K – 2710
2025
Q2 		$17.9K Buy
+3,000
New +$17.8K ﹤0.01% 1785
2023
Q2 		– Sell
-3,000
Closed -$17.8K – 2014
2023
Q1 		$17.8K Buy
+3,000
New +$20.3K ﹤0.01% 1700

Other funds holding PMM

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

Ameritas Advisory Services's PMM Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Franklin Managed Municipal Income Trust (PMM) in Q3 2025, closing a stake of 3,000 shares — an estimated $17.9K sold.

Ameritas Advisory Services first reported a position in PMM in Q1 2023 and held it in 2 quarters. The position peaked at $17.9K in Q2 2025. 80 funds tracked by Wall St. Rank hold PMM as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Franklin Managed Municipal Income Trust position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 3,000 Franklin Managed Municipal Income Trust shares in Q3 2025, an estimated $17.9K.
  • Ameritas Advisory Services first reported a position in Franklin Managed Municipal Income Trust in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Franklin Managed Municipal Income Trust position peaked at $17.9K in Q2 2025.
  • 80 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.