Atala Financial’s Western Asset Managed Municipals Fund MMU Stock Holding History

Atala Financial’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	$134K	Hold	15,000	–	–	0.08%	119
2026 Q2	$156K	Hold	15,000	–	–	0.1%	119
2026 Q1	$154K	Buy	+15,000	New	+$157K	0.1%	114
2025 Q4	–	Sell	-3,440	Closed	-$227K	–	127
2025 Q3	$227K	Sell	3,440 -11,560	-77%	-$116K	0.14%	114
2025 Q2	$148K	Sell	15,000 -30,346	-67%	-$301K	0.1%	124
2025 Q1	$467K	Hold	45,346	–	–	0.34%	68
2024 Q4	$463K	Buy	+45,346	New	+$476K	0.32%	69

Other funds holding MMU

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

CFGSD

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

ITIM

Indiana Trust & Investment Management Mishawaka, Indiana $367M AUM 23.81% 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

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

FAG

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

Atala Financial's MMU Position: Q3 2026 in Review

Atala Financial held its Western Asset Managed Municipals Fund (MMU) position steady in Q3 2026 at 15,000 shares worth $134K. The position accounts for 0.08% of the portfolio, ranked #119.

Atala Financial first reported a position in MMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $467K in Q1 2025. 28 funds tracked by Wall St. Rank hold MMU as of Q3 2026.

Atala Financial held 15,000 shares of Western Asset Managed Municipals Fund worth $134K as of Q3 2026.
Atala Financial left its Western Asset Managed Municipals Fund share count unchanged in Q3 2026.
Western Asset Managed Municipals Fund made up 0.08% of Atala Financial's portfolio in Q3 2026, its #119 holding.
Atala Financial first reported a position in Western Asset Managed Municipals Fund in Q4 2024 and has held it in 7 quarters since.
Atala Financial's Western Asset Managed Municipals Fund position peaked at $467K in Q1 2025.
28 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.