AWM
MFM

Avior Wealth Management’s Aberdeen Municipal Income Fund MFM Stock Holding History

Avior Wealth Management’s Portfolio MFM Stock Details MFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-29,593
Closed -$157K – 745
2025
Q1 		$157K Buy
29,593
+6,033
+26% +$32.7K 0.01% 681
2024
Q4 		$126K Buy
23,560
+371
+2% +$2.07K ﹤0.01% 828
2024
Q3 		$133K Buy
23,189
+3,282
+16% +$18.2K 0.01% 801
2024
Q2 		$109K Buy
19,907
+113
+0.6% +$590 ﹤0.01% 839
2024
Q1 		$106K Buy
+19,794
New +$104K ﹤0.01% 940

Other funds holding MFM

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avior Wealth Management's MFM Position: Q2 2025 in Review

Avior Wealth Management sold out of Aberdeen Municipal Income Fund (MFM) in Q2 2025, closing a stake of 29,593 shares — an estimated $157K sold.

Avior Wealth Management first reported a position in MFM in Q1 2024 and held it in 5 quarters. The position peaked at $157K in Q1 2025. 87 funds tracked by Wall St. Rank hold MFM as of Q2 2025.

  • Avior Wealth Management reported no remaining Aberdeen Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 29,593 Aberdeen Municipal Income Fund shares in Q2 2025, an estimated $157K.
  • Avior Wealth Management first reported a position in Aberdeen Municipal Income Fund in Q1 2024 and held it in 5 quarters.
  • Avior Wealth Management's Aberdeen Municipal Income Fund position peaked at $157K in Q1 2025.
  • 87 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.