Aviance Capital Partners’s Western Asset Managed Municipals Fund MMU Stock Holding History

Aviance Capital Partners’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 Q2	$285K	Sell	27,365 -13,869	-34%	-$143K	0.03%	333
2026 Q1	$424K	Sell	41,234 -3,631	-8%	-$38.1K	0.05%	261
2025 Q4	$468K	Buy	44,865 +9,275	+26%	+$96.3K	0.05%	250
2025 Q3	$368K	Buy	35,590 +9,670	+37%	+$97.1K	0.04%	276
2025 Q2	$257K	Buy	25,920 +3,095	+14%	+$30.7K	0.03%	300
2025 Q1	$235K	Buy	22,825 +1,726	+8%	+$17.8K	0.03%	302
2024 Q4	$215K	Sell	21,099 -420	-2%	-$4.41K	0.03%	300
2024 Q3	$233K	Buy	21,519 +1,452	+7%	+$15.5K	0.03%	305
2024 Q2	$208K	Buy	20,067 +2,315	+13%	+$23.4K	0.03%	304
2024 Q1	$186K	Sell	17,752 -1,809	-9%	-$18.4K	0.03%	306
2023 Q4	$199K	Buy	+19,561	New	+$185K	0.04%	242

Other funds holding MMU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Aviance Capital Partners's MMU Position: Q2 2026 in Review

Aviance Capital Partners reduced its Western Asset Managed Municipals Fund (MMU) stake by 34% in Q2 2026, selling an estimated $143K and leaving 27,365 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #333.

Aviance Capital Partners first reported a position in MMU in Q4 2023 and has held it in 11 quarters since. The position peaked at $468K in Q4 2025. 106 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

Aviance Capital Partners held 27,365 shares of Western Asset Managed Municipals Fund worth $285K as of Q2 2026.
Aviance Capital Partners sold 13,869 Western Asset Managed Municipals Fund shares in Q2 2026, an estimated $143K.
Western Asset Managed Municipals Fund made up 0.03% of Aviance Capital Partners's portfolio in Q2 2026, its #333 holding.
Aviance Capital Partners first reported a position in Western Asset Managed Municipals Fund in Q4 2023 and has held it in 11 quarters since.
Aviance Capital Partners's Western Asset Managed Municipals Fund position peaked at $468K in Q4 2025.
106 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.