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

Avantax 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 Q2	$352K	Buy	58,938 +19,998	+51%	+$118K	﹤0.01%	1800
2025 Q1	$239K	Sell	38,940 -16,097	-29%	-$99.8K	﹤0.01%	1990
2024 Q4	$329K	Buy	55,037 +14,099	+34%	+$88.6K	﹤0.01%	1721
2024 Q3	$267K	Buy	40,938 +1,113	+3%	+$7.06K	﹤0.01%	1840
2024 Q2	$247K	Sell	39,825 -14,540	-27%	-$87.3K	﹤0.01%	1822
2024 Q1	$326K	Buy	54,365 +2,276	+4%	+$14K	﹤0.01%	1255
2023 Q4	$317K	Sell	52,089 -6,330	-11%	-$35.5K	﹤0.01%	1206
2023 Q3	$320K	Sell	58,419 -45,414	-44%	-$265K	﹤0.01%	1162
2023 Q2	$632K	Sell	103,833 -36,476	-26%	-$217K	0.01%	856
2023 Q1	$860K	Sell	140,309 -19,484	-12%	-$132K	0.01%	708
2022 Q4	$1M	Sell	159,793 -37,418	-19%	-$227K	0.01%	636
2022 Q3	$1.11M	Buy	197,211 +33,812	+21%	+$226K	0.02%	530
2022 Q2	$1.08M	Buy	+163,399	New	+$1.08M	0.02%	526

Other funds holding PMM

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avantax Advisory Services's PMM Position: Q2 2025 in Review

Avantax Advisory Services increased its Franklin Managed Municipal Income Trust (PMM) stake by 51% in Q2 2025, buying an estimated $118K and bringing the position to 58,938 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Avantax Advisory Services first reported a position in PMM in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.11M in Q3 2022. 84 funds tracked by Wall St. Rank hold PMM as of Q2 2025.

Avantax Advisory Services held 58,938 shares of Franklin Managed Municipal Income Trust worth $352K as of Q2 2025.
Avantax Advisory Services bought 19,998 Franklin Managed Municipal Income Trust shares in Q2 2025, an estimated $118K.
Franklin Managed Municipal Income Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1800 holding.
Avantax Advisory Services first reported a position in Franklin Managed Municipal Income Trust in Q2 2022 and has held it in 13 quarters since.
Avantax Advisory Services's Franklin Managed Municipal Income Trust position peaked at $1.11M in Q3 2022.
84 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.