AWM
MMU

Avior Wealth Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

Avior Wealth Management’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
2025
Q2 		– Sell
-34,656
Closed -$357K – 748
2025
Q1 		$357K Buy
34,656
+3,487
+11% +$36.1K 0.01% 504
2024
Q4 		$318K Buy
31,169
+2,865
+10% +$30.1K 0.01% 578
2024
Q3 		$307K Buy
28,304
+1,541
+6% +$16.4K 0.01% 580
2024
Q2 		$277K Buy
26,763
+43
+0.2% +$435 0.01% 585
2024
Q1 		$279K Buy
+26,720
New +$272K 0.01% 603

Other funds holding MMU

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Avior Wealth Management sold out of Western Asset Managed Municipals Fund (MMU) in Q2 2025, closing a stake of 34,656 shares — an estimated $357K sold.

Avior Wealth Management first reported a position in MMU in Q1 2024 and held it in 5 quarters. The position peaked at $357K in Q1 2025. 115 funds tracked by Wall St. Rank hold MMU as of Q2 2025.

  • Avior Wealth Management reported no remaining Western Asset Managed Municipals Fund position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 34,656 Western Asset Managed Municipals Fund shares in Q2 2025, an estimated $357K.
  • Avior Wealth Management first reported a position in Western Asset Managed Municipals Fund in Q1 2024 and held it in 5 quarters.
  • Avior Wealth Management's Western Asset Managed Municipals Fund position peaked at $357K in Q1 2025.
  • 115 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2025.

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